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HACBX: Harbor Core Bond Fund Institutional Class (MUTUAL FUND)
Basic Info 8.64 0.02(0.23%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (31%) |
Start Date: | 06/04/2018 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.10% |
Expenses | 0.34% |
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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 | Since 06/04/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -2.9 | -0.8 | -3.7 | 0.2 | 0.9 | 5.7 | -13.4 | -1.7 | 9.1 | 8.6 | 1.8 |
Sharpe Ratio | NA | -2.25 | -0.58 | -0.89 | -0.24 | -0.12 | 0.2 | -1.95 | -0.48 | 1.88 | 1.88 | 0.63 |
Draw Down(%) | NA | 3.5 | 7.2 | 18.4 | 18.5 | 18.5 | 7.3 | 17.1 | 3.3 | 6.9 | 1.9 | 1.9 |
Standard Deviation(%) | NA | 5.8 | 6.8 | 6.6 | 5.8 | 5.5 | 7.3 | 7.6 | 3.5 | 4.7 | 3.8 | 2.5 |
Treynor Ratio | NA | -1.34 | -0.31 | -0.87 | -1.26 | -1.37 | 0.22 | -1.77 | 1.04 | -3.61 | -0.68 | -0.31 |
Alpha | NA | -0.06 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.05 | 0.0 | 0.04 | 0.04 | 0.0 |
Beta | NA | 0.1 | 0.13 | 0.07 | 0.01 | 0.0 | 0.07 | 0.08 | -0.02 | -0.02 | -0.11 | -0.05 |
RSquared | NA | 0.04 | 0.05 | 0.03 | 0.0 | 0.0 | 0.02 | 0.08 | 0.0 | 0.03 | 0.12 | 0.12 |
Yield(%) | N/A | 0.8 | 4.0 | 2.7 | 3.3 | N/A | 4.1 | 2.5 | 2.0 | 4.7 | 3.6 | 1.8 |
Dividend Growth(%) | N/A | -80.6 | 24.1 | N/A | N/A | N/A | 38.5 | 18.2 | -55.1 | 36.1 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2018
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