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HAONX: Harbor Overseas Fund Investor Class (MUTUAL FUND)
Basic Info 12.16 0.02(0.16%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (31%) |
Start Date: | 03/07/2019 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.18% |
Expenses | 0.77% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/28/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | 3.6 | 10.7 | 1.4 | 7.2 | 8.3 | 13.3 | -15.5 | 18.8 | 12.9 | 10.5 |
Sharpe Ratio | NA | 1.45 | 0.87 | 0.04 | 0.33 | 0.37 | 0.71 | -0.82 | 1.4 | 0.47 | 1.09 |
Draw Down(%) | NA | 3.3 | 10.2 | 29.0 | 32.0 | 32.0 | 10.2 | 27.4 | 7.7 | 32.0 | 7.7 |
Standard Deviation(%) | NA | 11.0 | 12.1 | 15.9 | 18.0 | 17.9 | 12.9 | 20.8 | 13.4 | 26.9 | 10.6 |
Treynor Ratio | NA | 0.22 | 0.13 | 0.01 | 0.08 | 0.09 | 0.13 | -0.24 | 0.25 | 0.18 | 0.17 |
Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 |
Beta | NA | 0.74 | 0.8 | 0.72 | 0.71 | 0.71 | 0.71 | 0.71 | 0.74 | 0.71 | 0.68 |
RSquared | NA | 0.62 | 0.65 | 0.66 | 0.75 | 0.74 | 0.57 | 0.72 | 0.59 | 0.86 | 0.62 |
Yield(%) | N/A | 0.0 | 1.8 | 4.4 | 4.2 | N/A | 1.9 | 2.0 | 11.0 | 1.2 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | -20.0 | N/A | N/A | N/A | -20.0 | -81.1 | 915.4 | -43.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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