Singapore markets closed

Harbor Small Cap Growth Inv (HISGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.49+0.01 (+0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.74%
5-year average return9.24%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)44.15%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return44.15%
Worst 3-yr total return-0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHISGXCategory
YTD2.25%12.40%
1-month2.15%3.37%
3-month-4.31%4.88%
1-year16.13%55.69%
3-year-0.82%19.34%
5-year10.60%20.72%
10-year9.74%13.98%
Last bull market34.14%27.85%
Last bear market-18.10%-24.06%

Annual total return (%) history

Year
HISGXCategory
2024
N/AN/A
2023
21.69%N/A
2022
-25.81%N/A
2021
9.39%N/A
2020
37.83%38.62%
2019
41.79%27.68%
2018
-11.00%-5.76%
2017
24.19%21.50%
2016
5.83%11.20%
2015
-1.74%-2.41%
2014
7.89%2.44%
2013
44.15%40.91%
2012
14.16%13.15%
2011
-8.05%-3.55%
2010
31.15%26.98%
2009
39.63%35.46%
2008
-40.66%-41.55%
2007
13.27%7.59%
2006
10.36%10.81%
2005
5.23%6.02%
2004
10.70%12.41%
2003
43.93%45.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.91%N/AN/AN/A
20237.63%6.87%-6.11%12.69%
2022-12.23%-18.10%-0.93%4.18%
20213.71%1.66%-0.50%4.28%
2020-23.80%31.79%10.89%23.78%
201921.53%4.90%-1.71%13.15%
20183.80%3.81%7.42%-23.11%
20177.97%3.53%3.95%6.88%
2016-7.20%2.75%8.32%2.47%
20158.22%1.23%-14.29%4.65%
20142.00%-0.21%-2.38%8.59%
201314.91%4.25%8.37%11.04%
201211.48%-5.10%6.29%1.53%
20117.28%0.15%-25.96%15.59%
20109.43%-9.08%14.01%15.63%
2009-8.01%19.44%18.75%7.02%
2008-12.63%5.73%-12.08%-26.93%
20073.84%4.16%2.51%2.15%
200615.12%-7.20%-3.46%7.00%
2005-5.54%5.04%5.19%0.82%
20048.44%-1.05%-5.90%9.64%
2003-3.04%21.57%8.92%12.10%

Rank in category (by total return)

YTD74
1-month93
3-month91
1-year65
3-year33
5-year29

Load adjusted returns

1-year16.13%
3-year-0.82%
5-year10.60%
10-year9.74%