Page 381 - DCAC February 2024 Files

32.0 (80) (43) (52) (37)
Standard Deviation 22.67 24.20 23.35 2016 3 Years Ending Dec-2017
28.0 6.22 11.32 10.08 9.31 10.28 9.44

24.0 Return 14.50 9.22 10.49 (32) (43)
(5 YEARS*) 20.0 16.0 Risk (Standard Deviation %) Harbor Sm Cap Growth Russell 2000 Growth Index 2017 24.60 22.17 20.74 3 Years Ending Dec-2018 (79) 5.71 (64) 7.24 8.20

RISK VS. RETURN 20.0 15.0 10.0 Return (%) 5.0 0.0 -5.0 12.0     Median  2018 (79) -10.74 (73) -9.31 -5.58 3 Years Ending Dec-2019 (33) 16.55 (57) 12.49 13.46

(11) (65) (1) (47) (39) (58)
10 Years 9.53 7.16 7.64 2019 42.33 28.48 27.63 3 Years Ending Dec-2020 20.70 16.20 17.90

(16) (73)
Years
7 11.84 8.08 9.61 (44) (56) (20) (77)
2020 38.39 34.63 36.57 3 Years Ending Dec-2021 29.31 21.17 25.00
(8) (74)
5 Years 14.50 9.22 10.49
(54) (82) (40) (83)
(34) (61) 2021 Years Ending Dec-2022
3 Years -0.03 -3.50 -2.27 9.77 2.83 10.51 3 4.20 0.65 3.50

(10) (30) 60
PEER GROUP ANALYSIS - IM U.S. Small Cap Growth Equity (MF)
1 Year 22.20 18.66 16.54 2022 (37) (44) 3 Years Ending Dec-2023 (34) (61)
(10) (30) -25.53 -26.36 -27.54 -0.03 -3.50 -2.27
Year To Date 22.20 18.66 16.54

(19) (21)
Last Quarter 12.83 12.75 11.32 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS

40.0 30.0 20.0 10.0 Return 0.0 -10.0 -20.0 Harbor Sm Cap Growth Russell 2000 Growth Index Median Harbor Sm Cap Growth Russell 2000 Growth Idx IM U.S. Small Cap Growth Equity (MF) Median Harbor Sm Cap Growth Russell 2000 Growth Idx IM U.S. Small Cap Growth Equity (MF) Median

Harbor Sm Cap Growth 12/31/23 FUND INFORMATION Harbor Funds Fund Family : 11/01/2000 Fund Inception : Team Managed Portfolio Manager : $781 Million Total Assets : 75% Turnover : Investment Strategy: Harbor Small Cap Growth has been managed by Westfield Capital Management Company, L.P. since late 2000. Westfield looks for stocks with market caps between $300 million and $1.5 billion, earnings-growth rates of at