Find A Portfolio/Ticker
Comparison Box
HARJX: HARBOR TARGET RETIREMENT 2020 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 2.61% |
Expenses | 0.61% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/28/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -10.4 | -62.1 | -21.8 | -12.4 | -4.0 | -0.4 | -11.3 | -61.6 | 11.9 | 15.8 | -4.2 | 11.7 | 6.1 | -1.0 | 2.5 | 8.3 | 13.1 | 0.5 | 11.9 | 21.4 |
Sharpe Ratio | NA | -0.7 | -0.43 | -0.33 | -0.15 | -0.03 | -1.99 | -0.7 | 1.0 | 3.46 | -1.06 | 3.67 | 0.92 | -0.17 | 0.23 | 1.54 | 2.33 | 0.04 | 1.43 | 1.74 |
Draw Down(%) | NA | 62.1 | 62.4 | 62.4 | 62.4 | 62.4 | 11.3 | 62.3 | 17.2 | 1.6 | 8.5 | 1.2 | 6.0 | 7.6 | 6.6 | 6.2 | 4.7 | 11.5 | 6.2 | 13.4 |
Standard Deviation(%) | NA | 88.5 | 51.6 | 40.1 | 28.8 | 25.7 | 40.1 | 88.6 | 11.6 | 4.2 | 5.3 | 3.0 | 6.3 | 6.0 | 10.9 | 5.4 | 5.6 | 10.6 | 8.3 | 12.4 |
Treynor Ratio | NA | 4.91 | -5.97 | -2.74 | -0.49 | -0.04 | -1.95 | 0.37 | 0.41 | 18.45 | -0.52 | 0.15 | 0.08 | -0.02 | 0.04 | 0.12 | 0.2 | 0.01 | 0.18 | 0.34 |
Alpha | NA | -0.25 | -0.06 | -0.03 | -0.01 | 0.0 | -0.51 | -0.21 | 0.03 | 0.05 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.03 |
Beta | NA | -0.13 | 0.04 | 0.05 | 0.09 | 0.17 | 0.41 | -1.65 | 0.28 | 0.01 | 0.11 | 0.73 | 0.74 | 0.68 | 0.62 | 0.71 | 0.65 | 0.68 | 0.66 | 0.64 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.01 | 0.03 | 0.37 | 0.01 | 0.2 | 0.77 | 0.89 | 0.91 | 0.13 | 0.88 | 0.91 | 0.96 | 0.94 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 6.5 | 6.2 | 12.7 | 13.9 | 11.2 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.1 | 11.9 | -57.2 | -11.0 | 38.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) (80%)