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HARMX: HARBOR TARGET RETIREMENT 2025 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 2.52% |
Expenses | 0.66% |
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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(%) | 0.0 | 108.3 | 9.3 | 7.3 | 6.5 | 8.0 | 98.0 | -49.2 | 13.7 | 18.6 | -5.4 | 13.1 | 6.5 | -1.3 | 2.7 | 10.3 | 13.7 | -1.1 | 13.0 | 23.8 |
Sharpe Ratio | NA | 1.56 | 0.15 | 0.14 | 0.19 | 0.26 | 3407.58 | -0.66 | 0.88 | 3.19 | -1.05 | 3.74 | 0.88 | -0.2 | 0.55 | 1.72 | 2.04 | -0.09 | 1.27 | 1.57 |
Draw Down(%) | NA | 3.3 | 52.9 | 52.9 | 52.9 | 52.9 | 1.7 | 52.9 | 21.3 | 2.4 | 10.4 | 1.3 | 6.9 | 8.3 | 5.0 | 6.3 | 5.9 | 13.9 | 7.8 | 16.2 |
Standard Deviation(%) | NA | 69.5 | 59.4 | 46.1 | 32.9 | 29.5 | 252.7 | 74.5 | 15.2 | 5.4 | 6.4 | 3.4 | 7.2 | 6.7 | 4.9 | 6.0 | 6.8 | 12.8 | 10.2 | 15.3 |
Treynor Ratio | NA | 31.68 | 0.54 | 0.38 | 0.26 | 0.22 | 7381.34 | -1.59 | 0.33 | 6.43 | -0.4 | 0.17 | 0.08 | -0.02 | 0.04 | 0.14 | 0.2 | -0.02 | 0.18 | 0.34 |
Alpha | NA | 0.41 | 0.09 | 0.06 | 0.04 | 0.03 | 5.5 | -0.22 | 0.03 | 0.06 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.03 |
Beta | NA | 0.03 | 0.16 | 0.17 | 0.24 | 0.35 | 1.17 | 0.31 | 0.41 | 0.03 | 0.17 | 0.76 | 0.75 | 0.68 | 0.63 | 0.72 | 0.7 | 0.73 | 0.72 | 0.71 |
RSquared | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.04 | 0.0 | 0.01 | 0.48 | 0.03 | 0.3 | 0.84 | 0.91 | 0.93 | 0.88 | 0.91 | 0.93 | 0.97 | 0.96 | 0.97 |
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 | 9.0 | 5.2 | 5.4 | 7.1 | 7.8 | 5.1 |
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 | 80.0 | 3.2 | -29.2 | -5.3 | 84.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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