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HACCX: HARBOR TARGET RETIREMENT 2045 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2041-2045 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 1.69% |
Expenses | 0.74% |
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Performance Analytics (As of 01/28/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -12.5 | -5.7 | -15.0 | -7.0 | 0.5 | 3.5 | -13.4 | -55.6 | 18.3 | 25.2 | -8.6 | 21.0 | 6.7 | -0.9 | 2.6 | 23.1 | 17.3 | -6.0 | 15.0 | 28.9 |
Sharpe Ratio | NA | -0.34 | -0.32 | -0.2 | 0.0 | 0.12 | -1.75 | -0.69 | 0.71 | 2.59 | -0.84 | 3.42 | 0.52 | -0.08 | 0.27 | 2.29 | 1.34 | -0.26 | 0.82 | 1.1 |
Draw Down(%) | NA | 15.6 | 57.4 | 57.4 | 57.4 | 57.4 | 13.6 | 57.7 | 30.1 | 5.0 | 17.3 | 2.0 | 11.2 | 12.6 | 9.0 | 7.0 | 11.7 | 23.1 | 13.9 | 25.4 |
Standard Deviation(%) | NA | 16.9 | 48.9 | 38.4 | 28.3 | 27.1 | 48.8 | 80.5 | 25.2 | 9.2 | 11.9 | 6.0 | 12.4 | 11.9 | 9.5 | 10.1 | 12.9 | 23.2 | 18.2 | 26.4 |
Treynor Ratio | NA | -0.17 | -0.22 | -0.11 | 0.0 | 0.04 | -1.4 | -0.4 | 0.21 | 0.51 | -0.13 | 0.21 | 0.07 | -0.01 | 0.03 | 0.24 | 0.17 | -0.06 | 0.14 | 0.28 |
Alpha | NA | -0.05 | -0.08 | -0.05 | -0.03 | -0.02 | -0.51 | -0.31 | 0.01 | 0.05 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.33 | 0.71 | 0.73 | 0.79 | 0.89 | 0.61 | 1.38 | 0.85 | 0.47 | 0.77 | 0.98 | 0.94 | 0.9 | 0.94 | 0.98 | 1.04 | 1.06 | 1.04 | 1.05 |
RSquared | NA | 0.15 | 0.18 | 0.21 | 0.3 | 0.46 | 0.03 | 0.08 | 0.95 | 0.49 | 0.89 | 0.92 | 0.94 | 0.97 | 0.93 | 0.97 | 0.95 | 0.98 | 0.93 | 0.98 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | 5.5 | 3.9 | 10.6 | 8.7 | 2.8 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 55.7 | 59.1 | -69.2 | 27.7 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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