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HAMGX: HARBOR MID CAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 5.79 0.06(1.05%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (88%) |
Start Date: | 02/23/2001 |
Last Dividend Date: | 12/20/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.83% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/26/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 5.7 | 27.5 | -10.1 | 5.4 | 9.2 | 12.5 | 9.5 | 6.9 | 33.0 | -44.4 | -3.2 | 62.0 | 39.4 | -2.3 | 32.4 | 0.5 | 0.8 | 7.0 | 36.0 | 21.8 | -9.0 | 22.5 | 31.2 | -42.7 | 23.2 | 12.8 | 19.8 | 8.7 | 45.0 | -33.3 | -17.0 |
Sharpe Ratio | NA | 0.72 | 1.24 | -0.42 | 0.13 | 0.34 | NA | NA | 0.24 | 1.37 | -1.08 | -0.15 | 1.73 | 2.08 | -0.16 | 2.63 | 0.02 | 0.05 | 0.43 | 2.59 | 1.28 | -0.31 | 0.98 | 1.1 | -1.08 | 1.17 | 0.63 | 1.29 | 0.43 | 2.04 | -1.01 | -0.58 |
Draw Down(%) | NA | 10.0 | 18.9 | 53.7 | 53.7 | 53.7 | NA | NA | 59.3 | 18.9 | 47.1 | 16.4 | 37.2 | 10.2 | 25.8 | 4.9 | 21.4 | 15.0 | 11.9 | 6.1 | 12.8 | 26.6 | 17.3 | 25.3 | 55.1 | 11.5 | 15.5 | 10.0 | 18.5 | 10.3 | 47.3 | 44.8 |
Standard Deviation(%) | NA | 19.3 | 19.2 | 29.7 | 29.4 | 24.2 | NA | NA | 24.7 | 21.2 | 42.4 | 22.2 | 35.4 | 18.3 | 22.5 | 12.2 | 18.9 | 15.5 | 16.1 | 13.9 | 17.1 | 28.9 | 22.8 | 28.2 | 40.2 | 17.3 | 15.1 | 13.6 | 18.0 | 21.7 | 34.1 | 38.4 |
Treynor Ratio | NA | 0.12 | 0.2 | -0.1 | 0.03 | 0.07 | NA | NA | 0.06 | 0.25 | -0.36 | -0.03 | 0.65 | 0.31 | -0.03 | 0.25 | 0.0 | 0.01 | 0.06 | 0.36 | 0.21 | -0.09 | 0.22 | 0.34 | -0.51 | 0.21 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.04 | -0.02 | -0.01 | NA | NA | 0.0 | 0.02 | -0.05 | -0.1 | 0.08 | -0.01 | 0.02 | 0.01 | -0.03 | 0.01 | -0.03 | 0.01 | 0.02 | -0.02 | -0.02 | -0.02 | -0.01 | 0.02 | 0.02 | NA | NA | NA | NA | NA |
Beta | NA | 1.19 | 1.17 | 1.24 | 1.11 | 1.12 | NA | NA | 1.01 | 1.15 | 1.28 | 1.15 | 0.95 | 1.22 | 1.18 | 1.28 | 1.14 | 0.94 | 1.13 | 1.01 | 1.03 | 1.0 | 1.01 | 0.93 | 0.85 | 0.97 | 0.93 | NA | NA | NA | NA | NA |
RSquared | NA | 0.81 | 0.81 | 0.9 | 0.89 | 0.89 | NA | NA | 0.68 | 0.84 | 0.94 | 0.9 | 0.91 | 0.85 | 0.92 | 0.75 | 0.92 | 0.92 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.96 | 0.97 | 0.94 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 13.0 | 17.3 | 14.5 | 21.3 | 15.7 | N/A | 0.0 | 0.0 | 41.5 | 20.2 | 26.1 | 17.1 | 13.8 | 0.0 | 11.6 | 17.1 | 19.2 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 5.8 | 0.7 | 12.9 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -7.8 | 60.0 | 357.7 | N/A | N/A | N/A | N/A | -100.0 | 180.8 | -11.1 | 21.9 | 45.9 | N/A | -100.0 | -38.8 | -0.5 | 868.4 | N/A | N/A | N/A | N/A | -100.0 | 820.0 | -94.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2001
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