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HAHHX: Harbor Target Retirement 2050 Inv (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.16% |
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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 | 1.0 | 3.5 | 11.6 | 18.7 | 6.6 | -0.6 | 2.8 | 25.7 | 17.7 | -6.5 | 15.0 | 28.9 |
Sharpe Ratio | NA | 2.84 | 0.58 | 0.94 | 0.69 | 3.13 | 0.46 | -0.04 | 0.26 | 2.34 | 1.3 | -0.27 | 0.81 | 1.11 |
Draw Down(%) | NA | 2.3 | 19.8 | 19.8 | 25.3 | 2.3 | 12.3 | 13.7 | 9.9 | 7.2 | 12.3 | 23.9 | 14.2 | 25.3 |
Standard Deviation(%) | NA | 6.6 | 11.9 | 11.4 | 16.6 | 6.5 | 13.9 | 13.3 | 10.6 | 11.0 | 13.8 | 24.2 | 18.5 | 26.3 |
Treynor Ratio | NA | 0.22 | 0.08 | 0.12 | 0.12 | 0.24 | 0.06 | -0.01 | 0.03 | 0.27 | 0.17 | -0.06 | 0.15 | 0.31 |
Alpha | NA | 0.01 | -0.01 | -0.02 | -0.01 | 0.01 | -0.02 | -0.01 | -0.03 | -0.01 | 0.01 | -0.03 | 0.0 | 0.02 |
Beta | NA | 0.85 | 0.88 | 0.89 | 0.96 | 0.85 | 0.98 | 0.81 | 0.87 | 0.95 | 1.02 | 1.01 | 1.0 | 0.95 |
RSquared | NA | 0.77 | 0.86 | 0.87 | 0.93 | 0.77 | 0.86 | 0.89 | 0.88 | 0.92 | 0.9 | 0.96 | 0.96 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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