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HAOSX: Harbor Overseas Fund Institutional Class (MUTUAL FUND)
Basic Info 12.18 0.05(0.41%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (31%) |
Start Date: | 03/07/2019 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.28% |
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(%) | -2.0 | 3.2 | 11.4 | 1.6 | 7.5 | 8.6 | 13.7 | -15.2 | 19.1 | 13.3 | 10.8 |
Sharpe Ratio | NA | 1.5 | 0.91 | 0.06 | 0.33 | 0.37 | 0.74 | -0.8 | 1.0 | 0.48 | 1.1 |
Draw Down(%) | NA | 3.3 | 10.2 | 31.7 | 32.0 | 32.0 | 10.2 | 27.2 | 8.7 | 31.9 | 7.6 |
Standard Deviation(%) | NA | 11.1 | 12.1 | 17.8 | 19.1 | 18.9 | 12.9 | 20.8 | 19.2 | 26.9 | 10.9 |
Treynor Ratio | NA | 0.23 | 0.14 | 0.01 | 0.09 | 0.1 | 0.13 | -0.23 | 0.34 | 0.18 | 0.18 |
Alpha | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | -0.01 | -0.01 |
Beta | NA | 0.73 | 0.8 | 0.69 | 0.7 | 0.7 | 0.72 | 0.71 | 0.56 | 0.71 | 0.68 |
RSquared | NA | 0.61 | 0.64 | 0.48 | 0.64 | 0.64 | 0.57 | 0.72 | 0.16 | 0.86 | 0.59 |
Yield(%) | N/A | 0.0 | 2.2 | 4.6 | 4.5 | N/A | 2.3 | 2.1 | 11.2 | 1.5 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | -11.1 | N/A | N/A | N/A | -11.1 | -80.0 | 743.8 | -38.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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