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HARDX: Harbor Target Retirement 2010 Instl (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/18/2013 |
12-Mo. Yield | 4.54% |
Expenses | 0.60% |
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Performance Analytics (As of 11/12/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/05/2009 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.6 | 6.2 | 3.6 | 5.7 | 3.6 | 4.0 | 11.4 | 2.2 | -3.7 | 17.3 |
Sharpe Ratio | NA | 1.68 | 1.61 | 0.44 | 0.7 | 1.55 | 0.93 | 3.21 | 0.3 | -0.27 | 1.91 |
Draw Down(%) | NA | 2.3 | 5.7 | 15.9 | 15.9 | 2.3 | 5.7 | 2.7 | 7.4 | 14.3 | 10.2 |
Standard Deviation(%) | NA | 2.7 | 3.8 | 8.2 | 8.1 | 2.7 | 4.2 | 3.6 | 7.3 | 13.9 | 9.1 |
Treynor Ratio | NA | 0.08 | 0.09 | 0.06 | 0.09 | 0.07 | 0.05 | 0.19 | 0.03 | -0.07 | 0.28 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.04 | 0.02 |
Beta | NA | 0.6 | 0.67 | 0.65 | 0.63 | 0.58 | 0.77 | 0.6 | 0.7 | 0.56 | 0.61 |
RSquared | NA | 0.73 | 0.81 | 0.34 | 0.49 | 0.72 | 0.79 | 0.82 | 0.94 | 0.14 | 0.92 |
Yield(%) | N/A | 4.5 | 5.8 | 4.4 | N/A | 0.0 | 4.6 | 7.9 | 5.4 | 0.0 | 6.6 |
Dividend Growth(%) | N/A | -40.2 | N/A | N/A | N/A | -100.0 | -40.2 | 41.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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