Nasdaq - Delayed Quote USD

Harbor Small Cap Growth Admin (HRSGX)

11.50
-0.17
(-1.46%)
At close: June 13 at 8:04:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.60%
5y Average Return 7.81%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Jun 9, 2025) 44.28%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 44.28%
Worst 3Y Total Return -0.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HRSGX
Category
YTD
-4.96%
12.40%
1-Month
6.50%
3.37%
3-Month
-2.84%
4.88%
1-Year
1.37%
55.69%
3-Year
6.43%
19.34%
5-Year
7.75%
20.72%
10-Year
7.79%
13.98%
Last Bull Market
19.59%
27.85%
Last Bear Market
-18.02%
-24.06%

Annual Total Return (%) History

Year
HRSGX
Category
2025
--
--
2024
9.11%
--
2023
21.85%
--
2022
-25.74%
--
2021
9.50%
--
2020
37.98%
38.62%
2019
41.99%
27.68%
2018
-10.97%
-5.76%

2017
23.93%
21.50%
2016
5.94%
11.20%
2015
-1.52%
-2.41%
2014
8.02%
2.44%
2013
44.28%
40.91%
2012
14.46%
13.15%
2011
-8.00%
-3.55%
2010
31.42%
26.98%
2009
39.83%
35.46%
2008
-40.60%
-41.55%
2007
13.39%
7.59%
2006
10.53%
10.81%
2005
5.44%
6.02%
2004
10.84%
12.41%
2003
44.28%
45.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.51% -- -- --
2024 9.01% -5.75% 9.37% -2.89%
2023 7.75% 6.89% -6.17% 12.75%
2022 -12.25% -18.02% -0.95% 4.22%
2021 3.77% 1.67% -0.53% 4.34%
2020 -23.78% 31.81% 10.93% 23.80%
2019 21.60% 4.97% -1.69% 13.15%
2018 3.79% 3.86% 7.44% -23.13%
2017 7.97% 3.23% 4.02% 6.90%
2016 -7.26% 2.83% 8.35% 2.54%

2015 8.25% 1.26% -14.22% 4.74%
2014 2.01% -0.14% -2.32% 8.55%
2013 14.92% 4.30% 8.39% 11.05%
2012 11.64% -5.08% 6.34% 1.58%
2011 7.23% 0.22% -25.96% 15.62%
2010 9.49% -9.04% 14.10% 15.65%
2009 -7.91% 19.48% 18.74% 7.03%
2008 -12.57% 5.66% -11.94% -26.98%
2007 3.89% 4.12% 2.57% 2.20%
2006 15.19% -7.22% -3.44% 7.11%
2005 -5.44% 5.09% 5.16% 0.89%
2004 8.50% -1.04% -5.81% 9.59%
2003 -2.92% 21.54% 9.01% 12.17%

Rank in Category (By Total Return)

YTD 38
1-Month 38
3-Month 52
1-Year 57
3-Year 49
5-Year 50

Load Adjusted Returns

1-Year 1.37%
3-Year 6.43%
5-Year 7.75%
10-Year 7.79%

Performance & Risk

YTD Return -1.60%
5y Average Return 7.81%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Harbor
Net Assets 1.93B
YTD Return -4.96%
Yield 0.29%
Morningstar Rating
Inception Date Nov 01, 2000

Fund Summary

The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Growth Index.

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