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Harbor Strategic Growth Fund - Institutional Class (MVSGX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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22.09+0.30 (+1.38%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.76%
5-year average return9.02%
Number of years up9
Number of years down2
Best 1-yr total return (3 May 2023)32.01%
Worst 1-yr total return (3 May 2023)N/A
Best 3-yr total return32.01%
Worst 3-yr total return5.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVSGXCategory
YTD4.76%12.38%
1-month0.05%5.09%
3-month-3.50%10.28%
1-year-3.37%41.70%
3-year10.95%22.56%
5-year9.02%21.98%
10-year11.04%15.99%
Last bull market37.97%25.99%
Last bear market-16.40%-17.29%

Annual total return (%) history

Year
MVSGXCategory
2023
N/AN/A
2022
-21.32%N/A
2021
22.97%N/A
2020
22.28%35.86%
2019
32.01%31.90%
2018
-3.74%-2.09%
2017
25.25%27.67%
2016
5.48%3.23%
2015
2.82%3.60%
2014
15.09%10.00%
2013
31.02%33.92%
2012
14.76%15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.95%N/AN/AN/A
2022-9.96%-16.40%-5.82%11.00%
20212.99%10.04%0.16%8.33%
2020-16.86%21.42%9.81%10.31%
201914.69%6.01%1.20%7.28%
20181.68%2.22%6.96%-13.41%
20178.15%5.06%3.57%6.44%
20161.41%2.57%2.06%-0.64%
20152.40%0.00%-5.13%5.84%
20142.34%6.94%-0.39%5.57%
201310.00%2.07%5.94%10.15%
201212.94%-3.67%6.09%-0.57%

Rank in category (by total return)

YTD88
1-month16
3-month89
1-year24
3-year50
5-year64

Load adjusted returns

1-year2.75%
3-year10.80%
5-year9.72%
10-year11.44%