Find A Portfolio/Ticker
Comparison Box
HARQX: HARBOR TARGET RETIREMENT 2030 FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.97% |
Sign up to get fund ranking change alerts |
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 | 0.6 | 2.7 | 9.2 | 0.0 | 12.3 | 6.7 | -1.5 | 2.5 | 13.3 | 14.7 | -2.3 | 13.9 | 26.1 |
Sharpe Ratio | NA | 2.95 | 0.82 | 0.89 | 0.85 | 0.0 | 3.29 | 0.76 | -0.19 | 0.41 | 1.91 | 1.75 | -0.15 | 1.12 | 1.45 |
Draw Down(%) | NA | 1.2 | 14.2 | 14.2 | 18.7 | 0.0 | 1.2 | 8.0 | 9.4 | 6.0 | 6.4 | 7.5 | 16.4 | 9.5 | 18.7 |
Standard Deviation(%) | NA | 3.5 | 7.0 | 6.9 | 10.7 | NA | 3.6 | 8.5 | 8.0 | 6.2 | 7.0 | 8.4 | 15.5 | 12.2 | 18.1 |
Treynor Ratio | NA | 0.16 | 0.08 | 0.08 | 0.12 | NA | 0.17 | 0.08 | -0.02 | 0.03 | 0.17 | 0.19 | -0.03 | 0.17 | 0.34 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 |
Beta | NA | 0.64 | 0.75 | 0.75 | 0.77 | 0.0 | 0.67 | 0.79 | 0.73 | 0.72 | 0.77 | 0.78 | 0.8 | 0.79 | 0.77 |
RSquared | NA | 0.7 | 0.91 | 0.91 | 0.96 | 0.0 | 0.74 | 0.92 | 0.94 | 0.91 | 0.93 | 0.94 | 0.98 | 0.97 | 0.97 |
Yield(%) | N/A | 0.0 | 4.9 | 6.2 | N/A | 0.0 | 0.0 | 6.2 | 8.9 | 8.9 | 7.9 | 7.2 | 16.7 | 18.3 | 13.8 |
Dividend Growth(%) | N/A | -100.0 | -41.3 | N/A | N/A | N/A | -100.0 | -38.3 | -5.8 | 16.2 | 17.5 | -65.0 | -13.5 | 50.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2026-2030
Best Mutual Funds
- TRRCX (T. Rowe Price Retirement 2030 Fund) (100%)
- MLTIX (MFS LIFETIME 2030 FUND I) (99%)
- SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) (97%)
- FFFEX (FIDELITY FREEDOM 2030 FUND FIDELITY FREEDOM 2030 FUND) (96%)
- STLDX (BLACKROCK LIFEPATH DYNAMIC 2030 FUND INSTITUTIONAL SHARES) (94%)
- PMTIX (PRINCIPAL LIFETIME 2030 FUND INSTITUTIONAL CLASS) (93%)
- PPLSX (DEUTSCHE MULTI-ASSET MODERATE ALLOCATION FUND CLASS S) (92%)
- PTCPX (PRINCIPAL LIFETIME 2030 FUND R-5) (91%)
- FEFIX (FIDELITY ADVISOR FREEDOM 2030 FUND CLASS I) (89%)
- TCLNX (TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS) (88%)