Find A Portfolio/Ticker
Comparison Box
HAMGX: HARBOR MID CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 02/23/2001 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.83% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/23/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.0 | 8.4 | 2.5 | -6.8 | 1.2 | 5.2 | 6.0 | 4.0 | 14.4 | 33.0 | -44.4 | -44.4 | 41.1 | 39.4 | -2.3 | 32.4 | 0.5 | 0.8 | 7.0 | 36.0 | 21.8 | -9.0 | 22.5 | 31.2 | -42.7 | 23.2 | 12.8 | 19.8 | 8.7 | 45.0 | -33.3 | -17.0 |
| Sharpe Ratio | NA | -0.95 | 0.29 | -0.02 | -0.23 | -0.01 | NA | NA | 0.1 | 0.55 | 1.4 | -1.09 | -0.72 | 1.09 | 2.07 | -0.17 | 2.62 | 0.02 | 0.05 | 0.43 | 2.59 | 1.28 | -0.31 | 0.98 | 1.1 | -1.08 | 1.16 | 0.62 | 1.28 | 0.43 | 2.04 | -1.01 | -0.58 |
| Draw Down(%) | NA | 4.8 | 13.0 | 32.5 | 73.6 | 73.6 | NA | NA | 73.6 | 14.5 | 18.9 | 47.1 | 52.0 | 37.2 | 10.2 | 25.8 | 4.9 | 21.4 | 15.0 | 11.9 | 6.1 | 12.8 | 26.6 | 17.3 | 25.3 | 55.1 | 11.5 | 15.5 | 10.0 | 18.5 | 10.3 | 47.3 | 44.8 |
| Standard Deviation(%) | NA | 6.6 | 16.9 | 26.7 | 37.5 | 30.7 | NA | NA | 27.2 | 19.5 | 21.2 | 42.4 | 62.1 | 37.2 | 18.3 | 22.5 | 12.2 | 18.9 | 15.5 | 16.1 | 13.9 | 17.1 | 28.9 | 22.8 | 28.2 | 40.2 | 17.3 | 15.1 | 13.6 | 18.0 | 21.7 | 34.1 | 38.4 |
| Treynor Ratio | NA | -2.54 | 0.11 | -0.01 | -0.08 | 0.0 | NA | NA | 0.03 | 0.09 | 0.26 | -0.36 | -0.33 | 0.44 | 0.31 | -0.03 | 0.25 | 0.0 | 0.01 | 0.06 | 0.36 | 0.21 | -0.09 | 0.22 | 0.34 | -0.51 | 0.21 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.02 | 0.0 | -0.06 | -0.02 | NA | NA | 0.0 | -0.01 | 0.02 | -0.05 | -0.27 | 0.03 | -0.01 | 0.02 | 0.01 | -0.03 | 0.01 | -0.03 | 0.01 | 0.02 | -0.02 | -0.02 | -0.02 | -0.01 | 0.02 | 0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 0.02 | 0.44 | 1.0 | 1.07 | 1.06 | NA | NA | 0.99 | 1.17 | 1.15 | 1.28 | 1.33 | 0.93 | 1.22 | 1.18 | 1.28 | 1.14 | 0.94 | 1.13 | 1.01 | 1.03 | 1.0 | 1.01 | 0.93 | 0.85 | 0.97 | 0.93 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.01 | 0.31 | 0.73 | 0.51 | 0.63 | NA | NA | 0.58 | 0.82 | 0.84 | 0.94 | 0.24 | 0.8 | 0.85 | 0.92 | 0.75 | 0.92 | 0.92 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.96 | 0.97 | 0.94 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 6.1 | 8.7 | 9.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 26.1 | 17.2 | 13.8 | 0.0 | 11.6 | 17.1 | 19.2 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 5.8 | 0.7 | 13.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 20.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 21.8 | 46.6 | N/A | -100.0 | -38.4 | -0.5 | 876.6 | N/A | N/A | N/A | N/A | -100.0 | 811.8 | -94.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth ETF) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to HAMGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
