Find A Portfolio/Ticker
Comparison Box
HARYX: Harbor Target Retirement 2040 Instl (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2036-2040 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/05/2009 |
Last Dividend Date: | 01/14/2022 |
12-Mo. Yield | 1.83% |
Expenses | 0.72% |
Sign up to get fund ranking change alerts |
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 | -6.0 | -28.3 | -16.2 | -4.9 | -0.8 | -1.0 | -73.1 | 17.7 | 24.2 | -8.0 | 18.9 | 6.8 | -1.1 | 2.7 | 19.8 | 16.5 | -4.9 | 15.2 | 28.3 |
Sharpe Ratio | NA | -0.4 | -0.38 | -0.29 | -0.12 | -0.03 | -1.84 | -0.56 | 0.74 | 2.63 | -0.87 | 3.49 | 0.59 | -0.11 | 0.32 | 2.2 | 1.46 | -0.24 | 0.93 | 1.2 |
Draw Down(%) | NA | 16.2 | 74.4 | 74.4 | 74.4 | 74.4 | 2.3 | 74.3 | 28.8 | 4.6 | 15.9 | 1.8 | 10.1 | 11.5 | 8.0 | 6.8 | 10.3 | 21.0 | 12.1 | 23.2 |
Standard Deviation(%) | NA | 15.1 | 76.0 | 59.2 | 42.4 | 38.4 | 6.7 | 129.7 | 23.6 | 8.7 | 10.7 | 5.3 | 11.1 | 10.6 | 8.4 | 9.0 | 11.4 | 20.7 | 16.2 | 23.7 |
Treynor Ratio | NA | -0.43 | -0.53 | -0.3 | -0.08 | -0.01 | -0.42 | -0.44 | 0.21 | 0.9 | -0.15 | 0.21 | 0.08 | -0.01 | 0.03 | 0.23 | 0.18 | -0.05 | 0.16 | 0.3 |
Alpha | NA | -0.04 | -0.1 | -0.06 | -0.03 | -0.02 | 0.04 | -0.39 | 0.02 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.14 | 0.54 | 0.56 | 0.64 | 0.75 | 0.29 | 1.66 | 0.82 | 0.25 | 0.64 | 0.89 | 0.85 | 0.8 | 0.82 | 0.87 | 0.92 | 0.94 | 0.96 | 0.94 |
RSquared | NA | 0.05 | 0.08 | 0.09 | 0.15 | 0.27 | 0.27 | 0.05 | 0.89 | 0.26 | 0.79 | 0.9 | 0.93 | 0.96 | 0.92 | 0.96 | 0.95 | 0.98 | 0.98 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2009
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 2036-2040 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2036-2040
Best Mutual Funds
- TRRDX (T. ROWE PRICE RETIREMENT 2040 FUND T. ROWE PRICE RETIREMENT 2040 FUND) (100%)
- MLFIX (MFS LIFETIME 2040 FUND I) (99%)
- SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) (97%)
- FFFFX (FIDELITY FREEDOM 2040 FUND FIDELITY FREEDOM 2040 FUND) (95%)
- PTDIX (PRINCIPAL LIFETIME 2040 FUND INSTITUTIONAL CLASS) (94%)
- PTDPX (PRINCIPAL LIFETIME 2040 FUND R-5) (93%)
- STLEX (BLACKROCK LIFEPATH DYNAMIC 2040 FUND INSTITUTIONAL SHARES) (92%)
- TCLOX (TIAA-CREF LIFECYCLE 2040 FUND RETIREMENT CLASS) (91%)
- FIFFX (FIDELITY ADVISOR FREEDOM 2040 FUND CLASS I) (88%)
- PRZZX (Putnam Retirement Ready 2040 Cl Y Shs) (87%)