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HAIGX: HARBOR INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 16.2 0.03(0.18%) May 07
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (88%) |
Start Date: | 12/23/1993 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.24% |
Expenses | 1.21% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.2 | 3.2 | 2.3 | -8.2 | 3.0 | 3.8 | 5.9 | 5.2 | 2.6 | 10.1 | -32.0 | 3.0 | 32.0 | 32.6 | -16.9 | 31.1 | 0.5 | 1.5 | -4.5 | 14.2 | 17.0 | -15.2 | 13.8 | 37.8 | -49.3 | 20.5 | 24.1 | 20.0 | 10.7 | 27.5 | -24.7 | -38.5 | -25.6 | 20.3 | 23.5 | 3.6 | 32.0 | 24.3 | -7.7 | 1.3 |
Sharpe Ratio | NA | 0.27 | -0.04 | -0.51 | 0.05 | 0.14 | NA | NA | 0.08 | 0.37 | -1.13 | 0.18 | 1.06 | 2.37 | -1.15 | 4.08 | 0.02 | 0.1 | -0.4 | 1.17 | 1.06 | -0.56 | 0.62 | 1.22 | -1.16 | 0.87 | 1.29 | 1.62 | 0.61 | 1.74 | -1.44 | -1.48 | -0.98 | 1.04 | 0.87 | 0.0 | 3.13 | 1.89 | -0.77 | NA |
Draw Down(%) | NA | 8.7 | 19.6 | 46.0 | 46.0 | 46.0 | NA | NA | 73.1 | 19.7 | 41.6 | 12.2 | 32.5 | 8.4 | 25.6 | 2.9 | 12.2 | 17.6 | 14.0 | 11.5 | 15.9 | 27.0 | 17.4 | 24.6 | 59.8 | 13.5 | 19.3 | 7.4 | 13.2 | 17.0 | 31.3 | 50.4 | 36.6 | 12.6 | 28.0 | 13.3 | 4.7 | 7.8 | 16.2 | NA |
Standard Deviation(%) | NA | 15.2 | 15.5 | 21.3 | 22.4 | 18.6 | NA | NA | 20.5 | 16.1 | 29.7 | 16.6 | 29.9 | 13.2 | 15.9 | 7.5 | 17.3 | 15.1 | 11.3 | 12.1 | 16.2 | 27.4 | 22.0 | 30.8 | 43.3 | 20.3 | 16.3 | 11.0 | 16.0 | 15.4 | 17.9 | 27.9 | 30.2 | 16.5 | 23.1 | 14.1 | 9.0 | 10.8 | 13.8 | NA |
Treynor Ratio | NA | 0.05 | -0.01 | -0.13 | 0.01 | 0.03 | NA | NA | 0.02 | 0.07 | -0.38 | 0.04 | 0.34 | 0.35 | -0.22 | 0.42 | 0.0 | 0.02 | -0.05 | 0.16 | 0.18 | -0.16 | 0.14 | 0.36 | -0.52 | 0.17 | 0.2 | 0.2 | 0.1 | 0.29 | -0.36 | -0.53 | -0.21 | 0.17 | 0.19 | 0.0 | 0.28 | 0.24 | -0.1 | NA |
Alpha | NA | -0.03 | -0.03 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.02 | -0.03 | 0.01 | -0.06 | 0.02 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.04 | 0.02 | -0.01 | 0.02 | -0.03 | -0.01 | -0.06 | -0.12 | -0.05 | -0.02 | 0.02 | 0.0 | 0.06 | 0.04 | -0.03 | NA |
Beta | NA | 0.9 | 0.9 | 0.86 | 0.89 | 0.88 | NA | NA | 0.94 | 0.87 | 0.87 | 0.79 | 0.94 | 0.88 | 0.83 | 0.73 | 0.95 | 0.9 | 0.85 | 0.87 | 0.93 | 0.95 | 0.98 | 1.05 | 0.96 | 1.02 | 1.03 | 0.89 | 0.98 | 0.93 | 0.71 | 0.79 | 1.44 | 1.0 | 1.06 | 0.8 | 1.0 | 0.84 | 1.06 | NA |
RSquared | NA | 0.91 | 0.92 | 0.93 | 0.93 | 0.92 | NA | NA | 0.83 | 0.91 | 0.95 | 0.87 | 0.93 | 0.93 | 0.93 | 0.8 | 0.93 | 0.93 | 0.89 | 0.91 | 0.96 | 0.98 | 0.94 | 0.97 | 0.97 | 0.95 | 0.89 | 0.71 | 0.63 | 0.7 | 0.76 | 0.32 | 0.72 | 0.67 | 0.79 | 0.65 | 0.6 | 0.49 | 0.53 | NA |
Yield(%) | N/A | 0.0 | 0.2 | 2.7 | 3.0 | 2.3 | 3.2 | 2.9 | N/A | 0.3 | 0.0 | 8.3 | 0.8 | 2.3 | 0.6 | 1.5 | 1.3 | 1.0 | 1.5 | 1.6 | 6.5 | 0.0 | 1.9 | 1.2 | 0.6 | 1.4 | 0.4 | 0.3 | 0.8 | 1.2 | 0.3 | 0.0 | 8.2 | 7.5 | 2.3 | 4.5 | 3.4 | 1.2 | 0.5 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | N/A | 250.6 | 207.8 | 87.5 | N/A | N/A | N/A | N/A | -100.0 | 1221.4 | -53.3 | 200.0 | -44.4 | 12.5 | 33.3 | -36.8 | 0.0 | -72.9 | N/A | -100.0 | 120.0 | 11.1 | -52.6 | 375.0 | 33.3 | -57.1 | -12.5 | 166.7 | N/A | -100.0 | 19.7 | 300.0 | -47.2 | 63.6 | 266.7 | 100.0 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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