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HARNX: Harbor Target Retirement 2025 Adm (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.94% |
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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 | 0.5 | 2.4 | 8.5 | 0.0 | 10.9 | 6.6 | -1.3 | 2.7 | 10.3 | 13.7 | -1.1 | 13.0 | 23.8 |
Sharpe Ratio | NA | 3.01 | 0.87 | 0.93 | 0.94 | 0.0 | 3.37 | 0.87 | -0.2 | 0.54 | 1.72 | 2.04 | -0.09 | 1.27 | 1.56 |
Draw Down(%) | NA | 1.3 | 12.7 | 12.7 | 16.2 | 0.0 | 1.3 | 6.9 | 8.3 | 5.0 | 6.3 | 5.9 | 14.0 | 7.8 | 16.2 |
Standard Deviation(%) | NA | 3.0 | 6.0 | 5.8 | 8.9 | NA | 3.1 | 7.2 | 6.7 | 5.0 | 6.0 | 6.8 | 12.9 | 10.2 | 15.3 |
Treynor Ratio | NA | 0.15 | 0.07 | 0.08 | 0.12 | NA | 0.16 | 0.08 | -0.02 | 0.04 | 0.14 | 0.2 | -0.02 | 0.18 | 0.34 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.03 |
Beta | NA | 0.61 | 0.71 | 0.7 | 0.72 | 0.0 | 0.64 | 0.75 | 0.68 | 0.64 | 0.71 | 0.7 | 0.74 | 0.72 | 0.71 |
RSquared | NA | 0.68 | 0.89 | 0.89 | 0.95 | 0.0 | 0.71 | 0.9 | 0.93 | 0.88 | 0.9 | 0.93 | 0.97 | 0.96 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
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