Find A Portfolio/Ticker
Comparison Box
HAORX: HARBOR OVERSEAS FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 12.49 0.17(1.38%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (31%) |
Start Date: | 03/04/2019 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.32% |
Expenses | 0.77% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
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(%) | 1.7 | 5.8 | 14.1 | 2.6 | 8.2 | 9.2 | 13.8 | -15.1 | 19.2 | 13.4 | 9.6 |
Sharpe Ratio | NA | 0.68 | 0.63 | -0.03 | 0.32 | 0.33 | 0.74 | -0.8 | 1.0 | 0.49 | 0.94 |
Draw Down(%) | NA | 5.3 | 10.2 | 31.7 | 32.0 | 32.0 | 10.2 | 27.2 | 8.8 | 31.9 | 7.6 |
Standard Deviation(%) | NA | 10.9 | 12.0 | 17.8 | 19.1 | 18.9 | 12.9 | 20.8 | 19.3 | 27.0 | 10.9 |
Treynor Ratio | NA | 0.1 | 0.1 | -0.01 | 0.09 | 0.09 | 0.13 | -0.23 | 0.34 | 0.18 | 0.15 |
Alpha | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | -0.01 | -0.01 |
Beta | NA | 0.72 | 0.8 | 0.69 | 0.7 | 0.7 | 0.72 | 0.71 | 0.56 | 0.71 | 0.68 |
RSquared | NA | 0.61 | 0.65 | 0.47 | 0.64 | 0.64 | 0.57 | 0.72 | 0.16 | 0.86 | 0.59 |
Yield(%) | N/A | 0.0 | 2.1 | 4.6 | 4.5 | N/A | 2.3 | 2.1 | 11.3 | 1.6 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | -11.1 | N/A | N/A | N/A | -11.1 | -80.1 | 700.0 | -37.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |