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HIMGX: HARBOR MID CAP GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 10/31/2002 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.83% |
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Performance Analytics (As of 04/23/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/31/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.8 | 7.4 | 4.6 | -9.6 | -0.9 | 3.6 | 4.8 | 6.0 | 14.0 | 32.4 | -44.5 | -51.3 | 37.8 | 38.9 | -2.7 | 31.9 | 0.4 | 0.5 | 6.6 | 35.4 | 21.5 | -9.4 | 22.2 | 30.7 | -42.9 | 22.6 | 12.4 | 19.3 | 8.5 | 45.0 | -0.9 |
| Sharpe Ratio | NA | -0.88 | 0.24 | 0.05 | -0.28 | -0.07 | NA | NA | 0.18 | 0.53 | 1.36 | -1.09 | -0.69 | 0.99 | 2.05 | -0.18 | 2.59 | 0.01 | 0.03 | 0.41 | 2.56 | 1.26 | -0.33 | 0.97 | 1.09 | -1.09 | 1.12 | 0.59 | 1.26 | 0.42 | 2.04 | -0.21 |
| Draw Down(%) | NA | 4.7 | 13.1 | 27.8 | 77.4 | 77.4 | NA | NA | 77.4 | 14.7 | 18.9 | 47.2 | 57.8 | 37.2 | 10.3 | 25.9 | 4.9 | 21.3 | 15.0 | 12.1 | 6.0 | 12.8 | 26.8 | 17.4 | 25.3 | 55.3 | 11.5 | 15.6 | 10.2 | 18.5 | 10.3 | 9.9 |
| Standard Deviation(%) | NA | 6.7 | 16.7 | 26.6 | 41.8 | 33.4 | NA | NA | 27.8 | 19.5 | 21.4 | 42.3 | 74.3 | 37.9 | 18.3 | 22.5 | 12.1 | 18.9 | 15.4 | 16.0 | 13.8 | 17.1 | 28.9 | 22.8 | 28.2 | 40.3 | 17.4 | 15.2 | 13.6 | 18.0 | 21.7 | 31.4 |
| Treynor Ratio | NA | -2.35 | 0.1 | 0.01 | -0.11 | -0.02 | NA | NA | 0.05 | 0.09 | 0.25 | -0.36 | -0.38 | 0.4 | 0.31 | -0.04 | 0.25 | 0.0 | 0.01 | 0.06 | 0.35 | 0.21 | -0.09 | 0.22 | 0.33 | -0.52 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.01 | 0.0 | -0.07 | -0.03 | NA | NA | 0.0 | -0.01 | 0.02 | -0.05 | -0.3 | 0.02 | -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 |
| Beta | NA | 0.02 | 0.41 | 0.99 | 1.07 | 1.05 | NA | NA | 0.99 | 1.17 | 1.15 | 1.27 | 1.36 | 0.93 | 1.21 | 1.14 | 1.28 | 1.14 | 0.94 | 1.12 | 1.0 | 1.03 | 1.0 | 1.02 | 0.92 | 0.85 | 0.98 | 0.94 | NA | NA | NA | NA |
| RSquared | NA | 0.01 | 0.29 | 0.72 | 0.46 | 0.57 | NA | NA | 0.64 | 0.83 | 0.83 | 0.94 | 0.2 | 0.78 | 0.85 | 0.85 | 0.75 | 0.92 | 0.93 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.96 | 0.97 | 0.94 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 6.2 | 8.6 | 9.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 28.6 | 18.5 | 14.7 | 0.0 | 11.8 | 17.8 | 19.8 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 5.7 | 0.5 | 13.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 20.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 21.8 | 46.6 | N/A | -100.0 | -40.9 | -0.5 | 876.6 | N/A | N/A | N/A | N/A | -100.0 | 1238.2 | -96.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2002
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