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HARWX: Harbor Target Retirement 2035 Inv (MUTUAL FUND)
Basic Info
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)
Not up-to-date? TryLast 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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