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HABBX: HARBOR TARGET RETIREMENT 2040 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.13% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/05/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.8 | 3.1 | 10.6 | 15.5 | 6.8 | -1.1 | 2.7 | 19.9 | 16.4 | -4.8 | 14.9 | 28.4 |
Sharpe Ratio | NA | 3.07 | 0.62 | 0.98 | 0.74 | 3.3 | 0.6 | -0.11 | 0.32 | 2.2 | 1.45 | -0.24 | 0.91 | 1.21 |
Draw Down(%) | NA | 1.8 | 17.0 | 17.0 | 23.2 | 1.8 | 10.1 | 11.5 | 8.0 | 6.8 | 10.3 | 21.0 | 12.3 | 23.2 |
Standard Deviation(%) | NA | 5.1 | 9.5 | 9.1 | 14.2 | 5.1 | 11.0 | 10.6 | 8.4 | 9.1 | 11.4 | 20.7 | 16.2 | 23.6 |
Treynor Ratio | NA | 0.19 | 0.07 | 0.11 | 0.12 | 0.2 | 0.08 | -0.01 | 0.03 | 0.23 | 0.18 | -0.05 | 0.15 | 0.3 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.82 | 0.83 | 0.84 | 0.91 | 0.82 | 0.85 | 0.8 | 0.82 | 0.88 | 0.91 | 0.94 | 0.96 | 0.94 |
RSquared | NA | 0.86 | 0.94 | 0.94 | 0.97 | 0.85 | 0.93 | 0.97 | 0.93 | 0.97 | 0.95 | 0.98 | 0.98 | 0.98 |
Yield(%) | N/A | 6.7 | 7.4 | 8.5 | N/A | 0.0 | 7.2 | 8.9 | 9.2 | 9.1 | 11.1 | 20.8 | 12.5 | 18.6 |
Dividend Growth(%) | N/A | -27.8 | -45.3 | N/A | N/A | -100.0 | -27.8 | -9.2 | 8.7 | -14.0 | -60.4 | 69.1 | -25.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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