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HAIIX: Harbor Target Retirement 2010 Adm (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/09/2009 |
Last Dividend Date: | 12/18/2013 |
12-Mo. Yield | 7.43% |
Expenses | 0.85% |
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Performance Analytics (As of 11/12/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/09/2009 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.3 | 6.1 | 6.4 | 8.2 | 3.3 | 4.0 | 11.3 | 2.3 | 10.1 | 17.5 |
Sharpe Ratio | NA | 1.77 | 1.62 | 1.28 | 1.38 | 1.61 | 0.93 | 3.24 | 0.33 | 1.67 | 1.95 |
Draw Down(%) | NA | 1.3 | 5.8 | 7.5 | 9.4 | 1.3 | 5.8 | 2.7 | 7.5 | 3.8 | 9.4 |
Standard Deviation(%) | NA | 2.4 | 3.7 | 5.0 | 5.9 | 2.4 | 4.2 | 3.5 | 7.1 | 6.0 | 9.2 |
Treynor Ratio | NA | 0.09 | 0.09 | 0.1 | 0.13 | 0.09 | 0.05 | 0.19 | 0.03 | 0.15 | 0.28 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 |
Beta | NA | 0.47 | 0.64 | 0.66 | 0.65 | 0.44 | 0.78 | 0.59 | 0.68 | 0.65 | 0.63 |
RSquared | NA | 0.55 | 0.77 | 0.87 | 0.9 | 0.52 | 0.8 | 0.82 | 0.93 | 0.9 | 0.95 |
Yield(%) | N/A | 4.5 | 5.8 | 7.0 | N/A | 0.0 | 4.6 | 7.9 | 5.4 | 13.7 | 6.6 |
Dividend Growth(%) | N/A | -40.2 | N/A | N/A | N/A | -100.0 | -40.2 | 41.4 | -62.1 | 131.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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See Target Date 2000-2010 Asset Class Trend Rankings |
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