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HARPX: HARBOR TARGET RETIREMENT 2030 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 2.40% |
Expenses | 0.68% |
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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 | -5.9 | -25.9 | -14.9 | -4.9 | -0.8 | -1.1 | -68.9 | 15.0 | 20.1 | -6.1 | 14.7 | 6.8 | -1.5 | 2.4 | 13.3 | 14.8 | -2.3 | 13.9 | 26.1 |
Sharpe Ratio | NA | -0.48 | -0.4 | -0.3 | -0.14 | -0.03 | -2.65 | -0.6 | 0.82 | 2.96 | -0.98 | 3.6 | 0.78 | -0.19 | 0.39 | 1.91 | 1.78 | -0.15 | 1.12 | 1.44 |
Draw Down(%) | NA | 13.7 | 70.2 | 70.2 | 70.2 | 70.2 | 2.0 | 70.0 | 23.9 | 3.1 | 11.9 | 1.3 | 7.9 | 9.5 | 6.1 | 6.4 | 7.4 | 16.5 | 9.5 | 18.7 |
Standard Deviation(%) | NA | 12.3 | 66.7 | 51.9 | 37.1 | 33.3 | 5.2 | 114.5 | 17.8 | 6.3 | 7.6 | 3.9 | 8.4 | 8.1 | 6.1 | 6.9 | 8.3 | 15.5 | 12.3 | 18.2 |
Treynor Ratio | NA | -0.5 | -0.44 | -0.25 | -0.08 | -0.02 | -0.5 | -0.39 | 0.18 | 0.25 | -0.11 | 0.21 | 0.09 | -0.02 | 0.04 | 0.18 | 0.2 | -0.03 | 0.18 | 0.34 |
Alpha | NA | -0.03 | -0.1 | -0.06 | -0.03 | -0.02 | 0.02 | -0.36 | 0.01 | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.03 |
Beta | NA | 0.12 | 0.61 | 0.62 | 0.66 | 0.72 | 0.27 | 1.77 | 0.81 | 0.75 | 0.68 | 0.68 | 0.74 | 0.67 | 0.68 | 0.73 | 0.73 | 0.79 | 0.78 | 0.76 |
RSquared | NA | 0.04 | 0.06 | 0.08 | 0.12 | 0.22 | 0.26 | 0.05 | 0.97 | 0.86 | 0.88 | 0.73 | 0.87 | 0.84 | 0.86 | 0.89 | 0.9 | 0.96 | 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 | 8.9 | 7.9 | 7.2 | 16.7 | 18.3 | 13.8 |
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 | 16.2 | 17.5 | -65.0 | -13.5 | 50.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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