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HARGX: HARBOR TARGET RETIREMENT 2015 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/18/2018 |
12-Mo. Yield | 2.91% |
Expenses | 0.63% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/05/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.5 | 3.3 | 4.2 | 5.2 | 6.7 | 10.9 | -3.0 | 9.5 | 5.3 | -0.9 | 3.0 | 6.8 | 12.3 | 1.1 | 11.1 | 19.6 |
Sharpe Ratio | NA | 3.24 | 1.52 | 0.88 | 0.99 | 1.07 | 3.52 | -1.14 | 3.6 | 1.02 | -0.19 | 0.79 | 1.39 | 2.6 | 0.12 | 1.51 | 1.81 |
Draw Down(%) | NA | 1.3 | 5.9 | 9.2 | 9.8 | 11.8 | 0.7 | 5.9 | 1.1 | 4.5 | 6.5 | 3.5 | 5.9 | 3.9 | 9.8 | 5.2 | 11.8 |
Standard Deviation(%) | NA | 3.0 | 3.1 | 3.9 | 5.2 | 6.0 | 2.8 | 3.8 | 2.5 | 5.0 | 4.9 | 3.8 | 4.9 | 4.8 | 9.1 | 7.3 | 10.9 |
Treynor Ratio | NA | 0.65 | 0.2 | 0.1 | 0.1 | 0.12 | 0.17 | -0.19 | 0.5 | 0.1 | -0.03 | 0.06 | 0.11 | 0.22 | 0.02 | 0.18 | 0.32 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.01 | -0.01 | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.02 | 0.03 |
Beta | NA | 0.15 | 0.23 | 0.33 | 0.51 | 0.55 | 0.59 | 0.23 | 0.18 | 0.52 | 0.34 | 0.51 | 0.65 | 0.57 | 0.67 | 0.62 | 0.62 |
RSquared | NA | 0.16 | 0.28 | 0.41 | 0.68 | 0.75 | 0.74 | 0.28 | 0.18 | 0.64 | 0.43 | 0.66 | 0.75 | 0.82 | 0.92 | 0.89 | 0.94 |
Yield(%) | N/A | 0.0 | 3.4 | 5.0 | 6.1 | N/A | 0.0 | 4.3 | 3.1 | 2.9 | 6.3 | 8.2 | 6.4 | 5.0 | 8.2 | 9.8 | 8.2 |
Dividend Growth(%) | N/A | -100.0 | -32.7 | -35.1 | N/A | N/A | -100.0 | 43.8 | 10.3 | -56.7 | -27.2 | 27.8 | 35.8 | -43.0 | -15.5 | 34.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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