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HARBX: HARBOR TARGET RETIREMENT INCOME FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 09/29/2017 |
12-Mo. Yield | 1.35% |
Expenses | 0.83% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/05/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.3 | 1.7 | 6.0 | 7.0 | 4.6 | -0.5 | 3.4 | 3.3 | 10.9 | 3.1 | 9.0 | 13.4 |
Sharpe Ratio | NA | 2.8 | 0.54 | 0.75 | 1.19 | 2.97 | 1.06 | -0.14 | 0.43 | 0.79 | 3.57 | 0.55 | 1.94 | 2.16 |
Draw Down(%) | NA | 1.2 | 8.6 | 8.6 | 8.6 | 1.2 | 3.5 | 5.4 | 4.8 | 5.8 | 2.2 | 5.8 | 3.5 | 7.1 |
Standard Deviation(%) | NA | 2.5 | 5.6 | 4.8 | 4.9 | 2.4 | 4.1 | 3.9 | 7.9 | 4.1 | 3.1 | 5.6 | 4.6 | 6.2 |
Treynor Ratio | NA | 0.08 | 0.03 | 0.04 | 0.07 | 0.09 | 0.05 | -0.01 | 0.04 | 0.03 | 0.15 | 0.03 | 0.11 | 0.19 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 |
Beta | NA | 0.85 | 0.87 | 0.87 | 0.81 | 0.81 | 0.9 | 0.83 | 0.8 | 0.96 | 0.75 | 0.89 | 0.8 | 0.72 |
RSquared | NA | 0.63 | 0.34 | 0.43 | 0.64 | 0.58 | 0.85 | 0.82 | 0.1 | 0.81 | 0.78 | 0.91 | 0.85 | 0.94 |
Yield(%) | N/A | 3.4 | 5.0 | 5.0 | N/A | 1.4 | 2.8 | 6.6 | 6.3 | 5.0 | 6.3 | 10.5 | 13.9 | 8.6 |
Dividend Growth(%) | N/A | -46.4 | -29.3 | N/A | N/A | -50.0 | -60.7 | 1.7 | 25.0 | -17.2 | -44.8 | -28.6 | 70.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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