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HABDX: HARBOR BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 9.86 0.01(0.10%) April 19
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (93%) |
Start Date: | 03/29/1988 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.39% |
Expenses | 0.30% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1990 |
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(%) | -0.6 | -2.4 | 1.1 | -2.9 | 0.7 | 1.7 | 3.2 | 3.6 | 5.4 | 6.7 | -13.2 | -0.6 | 8.9 | 8.4 | -0.2 | 4.9 | 3.3 | 0.2 | 4.8 | -1.5 | 9.3 | 3.5 | 8.0 | 12.2 | 3.3 | 8.7 | 3.9 | 2.6 | 5.5 | 5.3 | 10.6 | 9.0 | 10.2 | -0.3 | 9.6 | 9.4 | 4.9 | 19.1 | -3.8 | 7.7 | 6.7 | 17.0 | 7.9 | 12.7 | 4.3 |
Sharpe Ratio | NA | -1.7 | -0.46 | -0.77 | -0.14 | 0.15 | NA | NA | 0.78 | 0.35 | -2.08 | -0.21 | 1.6 | 1.85 | -0.52 | 1.34 | 0.96 | 0.06 | 1.15 | -0.39 | 3.7 | 1.25 | 2.2 | 1.91 | 0.33 | 1.4 | 0.2 | 0.14 | 1.12 | 1.13 | 2.5 | 1.34 | 0.82 | -0.78 | 1.59 | 1.48 | 0.26 | 3.7 | -1.53 | 1.11 | 0.98 | 2.72 | 0.61 | 1.66 | 0.21 |
Draw Down(%) | NA | 2.7 | 6.7 | 17.9 | 17.9 | 17.9 | NA | NA | 17.9 | 6.7 | 16.9 | 3.1 | 8.7 | 2.2 | 2.7 | 1.8 | 3.8 | 3.0 | 2.4 | 6.0 | 1.2 | 3.2 | 4.4 | 5.2 | 6.8 | 3.1 | 2.5 | 2.9 | 3.8 | 5.0 | 1.9 | 3.8 | 5.7 | 4.0 | 2.7 | 3.6 | 5.1 | 1.8 | 6.0 | 4.7 | 2.9 | 2.2 | 3.1 | 2.4 | 1.9 |
Standard Deviation(%) | NA | 5.8 | 6.6 | 6.2 | 5.7 | 4.7 | NA | NA | 4.6 | 7.1 | 7.1 | 3.2 | 5.4 | 3.8 | 2.9 | 3.2 | 3.2 | 3.4 | 4.1 | 3.9 | 2.5 | 2.8 | 3.6 | 6.3 | 7.4 | 4.1 | 3.3 | 2.8 | 4.0 | 4.1 | 3.8 | 5.1 | 7.4 | 4.6 | 3.9 | 4.0 | 5.6 | 4.1 | 4.4 | 5.1 | 4.4 | 4.8 | 4.4 | 4.2 | 4.0 |
Treynor Ratio | NA | -0.11 | -0.03 | -0.06 | -0.01 | 0.01 | NA | NA | 0.05 | 0.03 | -0.18 | -0.01 | 0.1 | 0.07 | -0.02 | 0.04 | 0.05 | 0.0 | 0.08 | -0.02 | 0.14 | 0.1 | 0.13 | 0.2 | 0.04 | 0.08 | 0.01 | 0.01 | 0.06 | 0.07 | 0.16 | 0.1 | 0.09 | -0.05 | 0.1 | 0.09 | 0.02 | 0.24 | -0.1 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.03 | NA | NA | NA | NA | NA |
Beta | NA | 0.92 | 0.89 | 0.84 | 0.84 | 0.81 | NA | NA | 0.72 | 0.88 | 0.8 | 0.77 | 0.82 | 1.02 | 0.88 | 0.98 | 0.67 | 0.59 | 0.6 | 0.9 | 0.66 | 0.35 | 0.61 | 0.61 | 0.68 | 0.76 | 0.79 | 0.62 | 0.72 | 0.7 | 0.6 | 0.67 | 0.71 | 0.73 | 0.63 | 0.62 | 0.83 | 0.64 | 0.7 | 0.64 | NA | NA | NA | NA | NA |
RSquared | NA | 0.9 | 0.91 | 0.91 | 0.85 | 0.75 | NA | NA | 0.54 | 0.92 | 0.92 | 0.84 | 0.63 | 0.79 | 0.65 | 0.73 | 0.59 | 0.54 | 0.19 | 0.78 | 0.66 | 0.38 | 0.78 | 0.46 | 0.51 | 0.73 | 0.73 | 0.67 | 0.73 | 0.77 | 0.7 | 0.65 | 0.21 | 0.69 | 0.76 | 0.47 | 0.83 | 0.67 | 0.76 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | 4.2 | 3.3 | 3.4 | 3.5 | 4.2 | 4.4 | N/A | 4.3 | 2.8 | 3.2 | 3.4 | 3.3 | 3.0 | 3.4 | 4.3 | 5.0 | 3.8 | 2.7 | 6.8 | 2.6 | 8.3 | 4.7 | 8.3 | 5.3 | 4.4 | 4.3 | 5.3 | 4.2 | 8.0 | 7.1 | 4.9 | 5.0 | 10.1 | 7.9 | 6.2 | 7.7 | 5.4 | 5.8 | 6.7 | 8.3 | 8.1 | 8.4 | 6.6 |
Dividend Growth(%) | N/A | -81.4 | 19.4 | 4.4 | -15.2 | -32.5 | -31.9 | N/A | N/A | 30.3 | -15.4 | -2.5 | 8.1 | 5.7 | -10.3 | -22.0 | -18.0 | 35.6 | 32.4 | -59.0 | 159.4 | -68.3 | 90.6 | -47.0 | 61.3 | 21.6 | 0.0 | -19.0 | 28.6 | -46.2 | 13.7 | 53.8 | -7.1 | -51.3 | 30.7 | 23.9 | -10.1 | 29.5 | -4.7 | -13.5 | -14.0 | 2.4 | 1.2 | 23.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1990
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