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HARIX: HARBOR TARGET RETIREMENT 2015 FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.01% |
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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 | 0.4 | 1.9 | 7.3 | 7.9 | 5.3 | -0.9 | 3.0 | 6.8 | 12.4 | 1.1 | 11.0 | 19.6 |
Sharpe Ratio | NA | 3.2 | 0.76 | 1.05 | 1.12 | 3.42 | 1.02 | -0.19 | 0.78 | 1.39 | 2.62 | 0.12 | 1.52 | 1.82 |
Draw Down(%) | NA | 1.1 | 9.2 | 9.2 | 11.8 | 1.1 | 4.5 | 6.5 | 3.5 | 5.9 | 3.9 | 9.8 | 5.2 | 11.8 |
Standard Deviation(%) | NA | 2.5 | 4.3 | 4.3 | 6.4 | 2.4 | 5.0 | 4.9 | 3.8 | 4.9 | 4.8 | 9.2 | 7.2 | 10.8 |
Treynor Ratio | NA | 0.12 | 0.05 | 0.07 | 0.11 | 0.12 | 0.07 | -0.01 | 0.05 | 0.09 | 0.19 | 0.02 | 0.17 | 0.31 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.03 |
Beta | NA | 0.68 | 0.69 | 0.69 | 0.66 | 0.67 | 0.71 | 0.66 | 0.65 | 0.74 | 0.64 | 0.69 | 0.64 | 0.63 |
RSquared | NA | 0.69 | 0.86 | 0.85 | 0.92 | 0.66 | 0.87 | 0.89 | 0.84 | 0.86 | 0.9 | 0.95 | 0.92 | 0.95 |
Yield(%) | N/A | 2.8 | 5.3 | 5.4 | N/A | 0.0 | 2.9 | 6.3 | 8.2 | 6.4 | 5.0 | 8.2 | 9.8 | 8.2 |
Dividend Growth(%) | N/A | -56.7 | -13.8 | N/A | N/A | -100.0 | -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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