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Harbor Small Cap Growth Fund - Retirement Class: (MF: HNSGX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$13.87 USD
+0.14 (1.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.82 | 30 |
| 3 months | -2.82 | 30 |
| 6 months | -13.23 | 48 |
| 1 Year | 1.75 | 35 |
| 3 Year | 6.78 | 28 |
| 5 Year | 8.10 | 71 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -10.10 |
| 5 Year | 12.21 |
| 10 Year | NA |
| Since Inception | 10.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.42 | NA | NA | NA |
| 2024 | 9.07 | -5.63 | 9.46 | -2.83 |
| 2023 | 7.77 | 6.96 | -6.03 | 12.78 |
| 2022 | -12.16 | -18.00 | -0.81 | 4.35 |
| 2021 | 3.87 | 1.75 | -0.41 | 4.40 |
| 2020 | -23.66 | 31.83 | 11.00 | 23.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.82 | 9.47 | 22.17 | -25.45 | 9.89 | 38.39 | 42.50 | -10.68 | 24.74 |
| % Total Return Rel to Index | -5.88 | -15.55 | -4.06 | -7.24 | -18.78 | 19.99 | 11.01 | -6.28 | 2.95 |
| % Total Return Rel to Peer | 1.19 | -2.45 | 6.09 | -5.93 | -9.41 | 19.40 | 17.07 | 0.09 | 9.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.07 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.48 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.43 | 0.00 | 0.52 | 4.22 | 1.29 | 0.47 | 2.77 | 1.45 |
| Expense Ratio | 0.00 | 0.79 | 0.80 | 0.79 | 0.78 | 0.80 | 0.80 | 0.79 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%