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HARUX: HARBOR TARGET RETIREMENT 2035 FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 2.13% |
Expenses | 0.70% |
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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 | -5.7 | -14.7 | -7.2 | -0.3 | 2.9 | -1.0 | -53.7 | 16.4 | 22.2 | -7.2 | 16.9 | 6.9 | -1.5 | 2.4 | 16.6 | 15.6 | -3.3 | 14.3 | 27.1 |
Sharpe Ratio | NA | -0.43 | -0.34 | -0.22 | -0.03 | 0.1 | -2.17 | -0.71 | 0.78 | 2.75 | -0.92 | 3.59 | 0.68 | -0.16 | 0.34 | 2.08 | 1.58 | -0.18 | 0.99 | 1.31 |
Draw Down(%) | NA | 14.7 | 55.8 | 55.8 | 55.8 | 55.8 | 2.1 | 55.5 | 26.5 | 3.9 | 14.1 | 1.5 | 9.0 | 10.5 | 7.1 | 6.6 | 8.9 | 18.7 | 11.0 | 20.8 |
Standard Deviation(%) | NA | 13.4 | 45.3 | 35.4 | 25.8 | 24.2 | 5.9 | 75.5 | 20.7 | 7.6 | 9.2 | 4.5 | 9.8 | 9.3 | 7.2 | 8.0 | 9.9 | 18.0 | 14.3 | 20.8 |
Treynor Ratio | NA | -0.4 | -0.25 | -0.12 | -0.01 | 0.03 | -0.44 | -0.34 | 0.19 | 0.25 | -0.11 | 0.22 | 0.09 | -0.02 | 0.03 | 0.21 | 0.2 | -0.04 | 0.17 | 0.33 |
Alpha | NA | -0.03 | -0.08 | -0.05 | -0.02 | -0.02 | 0.03 | -0.3 | 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 | 0.14 | 0.61 | 0.64 | 0.69 | 0.75 | 0.29 | 1.6 | 0.85 | 0.82 | 0.75 | 0.73 | 0.78 | 0.69 | 0.73 | 0.78 | 0.8 | 0.83 | 0.83 | 0.82 |
RSquared | NA | 0.06 | 0.12 | 0.15 | 0.22 | 0.37 | 0.28 | 0.07 | 0.98 | 0.89 | 0.9 | 0.78 | 0.88 | 0.83 | 0.88 | 0.92 | 0.91 | 0.97 | 0.96 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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