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HARWX: Harbor Target Retirement 2035 Inv (MUTUAL FUND)


Basic Info    

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Asset Class:Target Date 2031-2035
MyPlanIQ Rating: Not Rated
Start Date:01/05/2009
Last Dividend Date:12/20/2016
12-Mo. Yield 0.00%
Expenses 1.11%
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Performance Analytics (As of 07/31/2020)

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Last 1 Week* 1 Yr 3 Yr 5 Yr Since
01/05/2009
2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) 0.0 0.0 0.7 2.9 10.0 14.0 6.9 -1.5 2.5 16.5 15.7 -3.3 14.4 27.0
Sharpe Ratio NA 3.14 0.64 0.98 0.79 3.38 0.68 -0.16 0.34 2.07 1.6 -0.19 1.0 1.3
Draw Down(%) NA 1.5 15.7 15.7 20.8 1.5 9.0 10.5 7.2 6.6 8.9 18.7 10.9 20.8
Standard Deviation(%) NA 4.6 8.3 8.0 12.4 4.5 9.7 9.3 7.2 8.0 9.9 18.1 14.2 20.9
Treynor Ratio NA 0.18 0.07 0.1 0.12 0.19 0.08 -0.02 0.03 0.2 0.19 -0.04 0.17 0.33
Alpha NA 0.0 0.0 -0.01 0.0 0.0 0.0 0.0 -0.01 -0.01 0.01 -0.01 0.01 0.02
Beta NA 0.79 0.8 0.79 0.83 0.79 0.82 0.77 0.77 0.81 0.83 0.84 0.84 0.83
RSquared NA 0.84 0.93 0.93 0.97 0.84 0.92 0.96 0.92 0.96 0.94 0.98 0.97 0.98

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2009

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* Day change on 11/24/2017.


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