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Nasdaq - Delayed Quote USD

Harbor Core Plus Administrative (HRBDX)

10.09
-0.04
(-0.39%)
At close: 8:04:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.45%
5y Average Return -0.01%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (May 1, 2025) 9.12%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 9.12%
Worst 3Y Total Return -2.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HRBDX
Category
YTD
2.62%
-0.61%
1-Month
-0.22%
0.77%
3-Month
2.62%
1.99%
1-Year
5.27%
3.06%
3-Year
0.88%
5.69%
5-Year
0.44%
3.75%
10-Year
1.69%
3.84%
Last Bull Market
6.79%
4.61%
Last Bear Market
-5.46%
1.87%

Annual Total Return (%) History

Year
HRBDX
Category
2025
--
--
2024
2.30%
--
2023
6.43%
--
2022
-13.51%
--
2021
-0.80%
--
2020
8.54%
8.06%
2019
8.22%
8.94%
2018
-0.45%
-0.61%

2017
4.53%
4.27%
2016
3.06%
3.86%
2015
-0.04%
-0.45%
2014
4.59%
5.42%
2013
-1.80%
-0.90%
2012
9.12%
7.76%
2011
3.13%
6.27%
2010
7.69%
8.51%
2009
13.54%
15.12%
2008
3.20%
-3.86%
2007
8.33%
5.62%
2006
3.66%
4.48%
2005
2.33%
2.09%
2004
5.21%
4.59%
2003
5.09%
6.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.62% -- -- --
2024 -0.28% 0.30% 5.31% -2.87%
2023 3.34% -0.42% -3.07% 6.69%
2022 -5.87% -5.46% -4.40% 1.67%
2021 -2.82% 2.08% 0.18% -0.19%
2020 1.76% 4.22% 1.44% 0.89%
2019 2.94% 3.01% 2.22% -0.16%
2018 -1.21% -0.42% 0.09% 1.10%
2017 1.38% 1.64% 1.61% -0.16%
2016 1.99% 2.18% 1.22% -2.30%

2015 2.03% -1.67% -0.36% -0.01%
2014 1.22% 2.19% -0.44% 1.56%
2013 0.61% -3.40% 0.97% 0.06%
2012 2.57% 2.33% 3.04% 0.90%
2011 1.03% 1.91% -1.58% 1.78%
2010 2.39% 3.04% 3.21% -1.11%
2009 0.76% 5.83% 5.39% 1.04%
2008 3.21% -1.38% -3.53% 5.10%
2007 1.47% -1.40% 4.21% 3.90%
2006 -0.48% -0.33% 3.69% 0.78%
2005 -0.43% 2.95% -0.47% 0.29%
2004 2.59% -2.10% 3.53% 1.18%
2003 2.31% 2.59% -0.37% 0.49%

Rank in Category (By Total Return)

YTD 56
1-Month 75
3-Month 56
1-Year 48
3-Year 50
5-Year 71

Load Adjusted Returns

1-Year 5.27%
3-Year 0.88%
5-Year 0.44%
10-Year 1.69%

Performance & Risk

YTD Return 2.45%
5y Average Return -0.01%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Harbor
Net Assets 1.19B
YTD Return 2.62%
Yield 4.24%
Morningstar Rating
Inception Date Nov 01, 2002

Fund Summary

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Its average duration, as calculated by the sub-adviser, is normally equal to that of its benchmark, plus or minus 0.5 years. The fund invests primarily in investment-grade securities, but may invest up to 25% of its total assets in below investment-grade securities.

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