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HARKX: Harbor Target Retirement 2020 Adm (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.92% |
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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 | 0.5 | 2.2 | 8.0 | 9.7 | 6.2 | -1.1 | 2.6 | 8.3 | 13.1 | 0.4 | 12.0 | 21.3 |
Sharpe Ratio | NA | 3.24 | 0.49 | 0.77 | 0.96 | 3.42 | 0.93 | -0.19 | 0.24 | 1.53 | 2.34 | 0.04 | 1.42 | 1.73 |
Draw Down(%) | NA | 1.2 | 13.2 | 13.2 | 13.4 | 1.2 | 5.9 | 7.7 | 6.6 | 6.2 | 4.7 | 11.5 | 6.2 | 13.4 |
Standard Deviation(%) | NA | 3.1 | 7.9 | 6.9 | 8.2 | 3.0 | 6.4 | 6.1 | 10.9 | 5.4 | 5.6 | 10.6 | 8.4 | 12.4 |
Treynor Ratio | NA | 0.14 | 0.05 | 0.08 | 0.12 | 0.14 | 0.08 | -0.02 | 0.04 | 0.12 | 0.2 | 0.01 | 0.18 | 0.34 |
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 | 0.7 | 0.72 | 0.7 | 0.67 | 0.71 | 0.75 | 0.69 | 0.62 | 0.71 | 0.64 | 0.68 | 0.67 | 0.64 |
RSquared | NA | 0.74 | 0.42 | 0.5 | 0.77 | 0.73 | 0.89 | 0.92 | 0.13 | 0.88 | 0.91 | 0.96 | 0.94 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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See Target Date 2016-2020 Asset Class Trend Rankings |
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