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HAFFX: HARBOR TARGET RETIREMENT 2050 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 1.49% |
Expenses | 0.76% |
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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(%) | -14.3 | -6.9 | -27.2 | -15.1 | -3.7 | 0.1 | -15.3 | -72.7 | 19.6 | 27.3 | -9.7 | 22.9 | 6.6 | -0.6 | 2.8 | 25.7 | 17.7 | -6.5 | 15.0 | 28.8 |
Sharpe Ratio | NA | -0.36 | -0.37 | -0.27 | -0.1 | 0.0 | -1.57 | -0.57 | 0.69 | 2.49 | -0.82 | 3.37 | 0.46 | -0.04 | 0.27 | 2.36 | 1.3 | -0.27 | 0.81 | 1.1 |
Draw Down(%) | NA | 17.6 | 74.0 | 74.0 | 74.0 | 74.0 | 15.5 | 74.2 | 32.2 | 5.7 | 19.2 | 2.3 | 12.3 | 13.7 | 9.9 | 7.2 | 12.4 | 23.8 | 14.3 | 25.4 |
Standard Deviation(%) | NA | 19.3 | 75.8 | 59.2 | 42.8 | 39.0 | 56.6 | 128.2 | 27.9 | 10.4 | 13.4 | 6.6 | 13.8 | 13.3 | 10.6 | 10.9 | 13.8 | 24.2 | 18.6 | 26.2 |
Treynor Ratio | NA | -0.09 | -0.32 | -0.19 | -0.05 | 0.0 | -2.99 | -0.53 | 0.25 | 0.33 | -0.15 | 0.25 | 0.07 | -0.01 | 0.03 | 0.27 | 0.17 | -0.06 | 0.15 | 0.31 |
Alpha | NA | -0.08 | -0.12 | -0.07 | -0.04 | -0.03 | -0.7 | -0.44 | 0.02 | 0.01 | -0.03 | 0.01 | -0.02 | -0.01 | -0.03 | -0.01 | 0.01 | -0.03 | 0.0 | 0.02 |
Beta | NA | 0.77 | 0.85 | 0.84 | 0.86 | 0.91 | 0.3 | 1.37 | 0.77 | 0.79 | 0.75 | 0.89 | 0.98 | 0.81 | 0.87 | 0.94 | 1.02 | 1.01 | 1.01 | 0.95 |
RSquared | NA | 0.33 | 0.17 | 0.2 | 0.27 | 0.39 | 0.01 | 0.06 | 0.93 | 0.9 | 0.92 | 0.8 | 0.86 | 0.89 | 0.88 | 0.92 | 0.9 | 0.96 | 0.96 | 0.96 |
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 | 11.0 | 9.1 | 12.4 | 18.7 | 12.8 | 8.3 |
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 | 36.4 | -22.8 | -50.9 | 47.8 | 89.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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