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HARLX: HARBOR TARGET RETIREMENT 2020 FUND INVESTOR CLASS (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 | 1.04% |
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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 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.4 | 2.2 | 7.9 | 0.0 | 9.7 | 6.2 | -1.1 | 2.6 | 8.3 | 13.1 | 0.4 | 12.0 | 21.3 |
Sharpe Ratio | NA | 2.99 | 0.91 | 0.7 | 0.95 | 0.0 | 3.37 | 0.94 | -0.2 | 0.24 | 1.54 | 2.3 | 0.03 | 1.43 | 1.73 |
Draw Down(%) | NA | 1.1 | 11.3 | 13.2 | 13.4 | 0.0 | 1.1 | 5.9 | 7.6 | 6.6 | 6.1 | 4.8 | 11.5 | 6.1 | 13.4 |
Standard Deviation(%) | NA | 2.6 | 5.2 | 6.8 | 8.1 | NA | 2.7 | 6.3 | 5.9 | 10.9 | 5.4 | 5.7 | 10.6 | 8.3 | 12.4 |
Treynor Ratio | NA | 0.14 | 0.07 | 0.07 | 0.12 | NA | 0.15 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.03 |
Beta | NA | 0.57 | 0.7 | 0.68 | 0.66 | 0.0 | 0.6 | 0.74 | 0.68 | 0.6 | 0.71 | 0.66 | 0.68 | 0.66 | 0.64 |
RSquared | NA | 0.62 | 0.87 | 0.49 | 0.77 | 0.0 | 0.65 | 0.89 | 0.91 | 0.12 | 0.88 | 0.9 | 0.96 | 0.94 | 0.96 |
Yield(%) | N/A | 0.0 | 4.4 | 5.3 | N/A | 0.0 | 0.0 | 4.0 | 9.5 | 7.1 | 6.5 | 6.2 | 12.7 | 13.9 | 11.2 |
Dividend Growth(%) | N/A | -100.0 | -34.5 | N/A | N/A | N/A | -100.0 | -62.8 | 30.6 | 9.1 | 11.9 | -57.2 | -11.0 | 38.4 | N/A |
*: 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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