HAINX: HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 45.57 0.22(0.48%) April 25
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (99%) |
Start Date: | 12/23/1988 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 3.47% |
Expenses | 1.02% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/25/1990 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 3.3 | 9.5 | 1.1 | 6.6 | 3.2 | 7.3 | 6.4 | 8.2 | 16.2 | -13.8 | 9.5 | 11.1 | 22.6 | -18.3 | 23.0 | 0.2 | -3.9 | -6.8 | 16.8 | 20.9 | -11.1 | 12.0 | 38.6 | -42.7 | 21.8 | 32.7 | 21.0 | 18.0 | 41.0 | -6.3 | -12.2 | -5.0 | 24.0 | 10.4 | 15.5 | 20.1 | 16.1 | 5.4 | 45.4 | -0.2 | 21.5 | -9.8 | 31.1 | -4.4 |
Sharpe Ratio | NA | 0.23 | 0.29 | -0.1 | 0.24 | 0.12 | NA | NA | 0.36 | 0.92 | -0.69 | 0.71 | 0.38 | 2.04 | -1.45 | 2.77 | 0.0 | -0.24 | -0.57 | 1.25 | 1.2 | -0.39 | 0.51 | 1.18 | -0.96 | 0.9 | 1.8 | 1.67 | 1.11 | 2.5 | -0.36 | -0.85 | -0.65 | 1.68 | 0.35 | 0.79 | 2.16 | 1.47 | 0.22 | 4.3 | -0.22 | 1.35 | -1.08 | 2.17 | -2.19 |
Draw Down(%) | NA | 4.4 | 11.7 | 31.2 | 35.1 | 39.7 | NA | NA | 59.7 | 11.7 | 29.7 | 8.5 | 35.1 | 7.8 | 26.6 | 3.4 | 11.7 | 19.5 | 14.3 | 10.2 | 15.4 | 27.6 | 18.5 | 28.9 | 57.0 | 14.5 | 19.2 | 8.0 | 11.5 | 16.6 | 28.1 | 29.9 | 14.0 | 7.7 | 28.0 | 13.5 | 6.5 | 5.7 | 12.1 | 3.9 | 17.3 | 7.6 | 21.4 | 6.7 | 5.3 |
Standard Deviation(%) | NA | 10.9 | 12.2 | 16.4 | 18.8 | 16.5 | NA | NA | 18.3 | 13.1 | 22.0 | 13.4 | 28.8 | 10.4 | 13.5 | 8.1 | 18.2 | 16.2 | 11.9 | 13.4 | 17.5 | 28.5 | 23.5 | 32.5 | 45.2 | 20.9 | 16.4 | 11.2 | 15.4 | 16.1 | 20.4 | 17.3 | 13.9 | 12.3 | 20.1 | 15.1 | 7.6 | 8.3 | 11.1 | 10.0 | 11.9 | 13.1 | 13.8 | 11.7 | 45.6 |
Treynor Ratio | NA | 0.03 | 0.04 | -0.02 | 0.05 | 0.02 | NA | NA | 0.07 | 0.12 | -0.15 | 0.1 | 0.12 | 0.22 | -0.2 | 0.23 | 0.0 | -0.04 | -0.07 | 0.16 | 0.2 | -0.11 | 0.11 | 0.35 | -0.41 | 0.16 | 0.25 | 0.18 | 0.16 | 0.39 | -0.08 | -0.16 | -0.12 | 0.26 | 0.07 | 0.16 | 0.22 | 0.25 | 0.04 | 0.76 | -0.05 | 0.29 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | NA | NA | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | 0.03 | 0.02 | 0.0 | -0.03 | 0.04 | 0.05 | 0.03 | 0.02 | 0.09 | 0.02 | 0.06 | NA | NA | NA |
Beta | NA | 1.0 | 0.99 | 1.0 | 0.96 | 0.97 | NA | NA | 0.98 | 0.99 | 1.01 | 0.99 | 0.92 | 0.96 | 0.97 | 0.99 | 1.0 | 1.01 | 1.03 | 1.02 | 1.03 | 1.03 | 1.09 | 1.11 | 1.07 | 1.16 | 1.19 | 1.03 | 1.04 | 1.04 | 0.98 | 0.92 | 0.76 | 0.8 | 0.98 | 0.75 | 0.74 | 0.49 | 0.64 | 0.57 | 0.5 | 0.61 | NA | NA | NA |
RSquared | NA | 0.94 | 0.96 | 0.95 | 0.96 | 0.95 | NA | NA | 0.84 | 0.97 | 0.97 | 0.88 | 0.98 | 0.95 | 0.93 | 0.83 | 0.93 | 0.93 | 0.94 | 0.93 | 0.96 | 0.98 | 0.97 | 0.95 | 0.94 | 0.87 | 0.93 | 0.88 | 0.85 | 0.83 | 0.89 | 0.85 | 0.64 | 0.68 | 0.88 | 0.57 | 0.53 | 0.45 | 0.37 | 0.44 | 0.5 | 0.03 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.6 | 2.7 | 3.0 | 5.1 | 7.6 | 7.0 | N/A | 4.0 | 2.8 | 2.3 | 1.1 | 3.7 | 31.9 | 7.2 | 2.0 | 4.4 | 2.0 | 2.4 | 2.3 | 2.2 | 1.5 | 1.7 | 1.1 | 6.5 | 6.6 | 5.4 | 1.9 | 3.9 | 3.0 | 3.3 | 10.7 | 9.3 | 8.0 | 4.1 | 4.3 | 2.2 | 4.8 | 1.2 | 2.3 | 1.5 | 4.1 | 1.3 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | 19.8 | -83.4 | -82.1 | 119.4 | 44.9 | N/A | N/A | 19.8 | 29.7 | 119.6 | -63.2 | -94.2 | 411.8 | 265.5 | -59.3 | 100.7 | -5.3 | 19.0 | -4.5 | 51.7 | 24.3 | -10.3 | -80.9 | 21.8 | 46.3 | 227.1 | -34.0 | 20.5 | -23.5 | -74.4 | 28.2 | 21.9 | 121.5 | 6.6 | 130.2 | -55.1 | 461.9 | -47.5 | 90.5 | -69.1 | 300.0 | 70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/25/1990
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