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HIINX: HARBOR INTERNATIONAL FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 45.36 0.23(0.51%) April 26
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (60%) |
Start Date: | 11/06/2002 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.63% |
Expenses | 0.69% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/06/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 3.7 | 9.7 | 0.9 | 6.2 | 2.9 | 6.9 | 6.0 | 7.4 | 15.8 | -14.1 | 9.1 | 10.7 | 22.1 | -18.6 | 22.5 | -0.1 | -4.2 | -7.1 | 16.4 | 20.4 | -11.4 | 11.6 | 38.0 | -42.8 | 21.3 | 32.2 | 20.3 | 17.5 | 40.3 | -1.6 |
Sharpe Ratio | NA | 0.76 | 0.48 | -0.08 | 0.25 | 0.11 | NA | NA | 0.31 | 0.89 | -0.71 | 0.69 | 0.36 | 1.99 | -1.47 | 2.72 | -0.02 | -0.26 | -0.6 | 1.22 | 1.17 | -0.4 | 0.49 | 1.17 | -0.96 | 0.88 | 1.77 | 1.61 | 1.07 | 2.46 | -0.64 |
Draw Down(%) | NA | 4.4 | 11.8 | 31.4 | 35.2 | 40.2 | NA | NA | 59.9 | 11.8 | 29.9 | 8.4 | 35.2 | 7.8 | 26.9 | 3.4 | 11.7 | 19.6 | 14.4 | 10.2 | 15.5 | 27.7 | 18.5 | 29.0 | 57.1 | 14.5 | 19.3 | 8.1 | 11.6 | 16.6 | 5.3 |
Standard Deviation(%) | NA | 10.9 | 12.2 | 16.3 | 18.8 | 16.5 | NA | NA | 20.6 | 13.1 | 22.0 | 13.2 | 28.7 | 10.4 | 13.5 | 8.1 | 18.2 | 16.2 | 11.9 | 13.4 | 17.5 | 28.5 | 23.5 | 32.5 | 45.2 | 20.9 | 16.4 | 11.2 | 15.5 | 16.1 | 18.1 |
Treynor Ratio | NA | 0.08 | 0.06 | -0.01 | 0.05 | 0.02 | NA | NA | 0.06 | 0.12 | -0.15 | 0.09 | 0.11 | 0.22 | -0.2 | 0.22 | 0.0 | -0.04 | -0.07 | 0.16 | 0.2 | -0.11 | 0.11 | 0.34 | -0.41 | 0.16 | 0.24 | 0.18 | 0.16 | 0.38 | -0.12 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 |
Beta | NA | 1.0 | 0.99 | 1.0 | 0.96 | 0.97 | NA | NA | 1.04 | 0.99 | 1.01 | 0.99 | 0.92 | 0.95 | 0.97 | 0.99 | 1.0 | 1.01 | 1.03 | 1.02 | 1.04 | 1.03 | 1.09 | 1.11 | 1.07 | 1.16 | 1.19 | 1.03 | 1.05 | 1.05 | 0.99 |
RSquared | NA | 0.94 | 0.96 | 0.96 | 0.97 | 0.95 | NA | NA | 0.94 | 0.97 | 0.97 | 0.91 | 0.98 | 0.95 | 0.93 | 0.82 | 0.93 | 0.93 | 0.94 | 0.93 | 0.96 | 0.98 | 0.97 | 0.95 | 0.94 | 0.87 | 0.93 | 0.88 | 0.85 | 0.83 | 0.68 |
Yield(%) | N/A | 0.0 | 3.3 | 2.4 | 2.5 | 4.8 | 7.1 | 6.5 | N/A | 3.6 | 2.5 | 1.9 | 0.7 | 3.2 | 31.6 | 6.8 | 1.6 | 4.0 | 1.7 | 2.0 | 2.0 | 1.8 | 1.2 | 1.3 | 0.8 | 6.3 | 6.3 | 5.0 | 1.5 | 3.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 21.7 | -85.1 | -84.2 | 132.2 | N/A | N/A | N/A | 21.7 | 38.6 | 176.7 | -71.7 | -95.0 | 439.4 | 340.0 | -64.7 | 123.7 | -8.8 | 19.0 | -4.5 | 64.2 | 21.8 | -6.8 | -84.8 | 22.1 | 51.0 | 268.4 | -43.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2002
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