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HNACX: HARBOR CAPITAL APPRECIATION FUND RETIREMENT CLASS (MUTUAL FUND)
Basic Info 106.2 2.11(2.03%) April 26
Asset Class: | EQUITY |
MyPlanIQ Rating: | (75%) |
Start Date: | 03/02/2016 |
Last Dividend Date: | 12/20/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.67% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.1 | 9.8 | 45.0 | 4.9 | 15.5 | 14.4 | 53.9 | -37.7 | 15.4 | 54.8 | 33.8 | -1.2 | 36.8 | 7.9 |
Sharpe Ratio | NA | 1.56 | 2.31 | 0.1 | 0.51 | 0.68 | 2.79 | -1.12 | 0.7 | 1.48 | 2.0 | -0.11 | 3.55 | 0.72 |
Draw Down(%) | NA | 8.4 | 10.9 | 43.5 | 43.5 | 43.5 | 10.9 | 39.8 | 15.2 | 31.3 | 10.2 | 23.2 | 3.5 | 7.8 |
Standard Deviation(%) | NA | 19.2 | 17.9 | 25.3 | 27.2 | 23.6 | 18.0 | 34.9 | 22.1 | 36.7 | 16.2 | 23.2 | 10.2 | 12.9 |
Treynor Ratio | NA | 0.21 | 0.32 | 0.02 | 0.12 | 0.14 | 0.42 | -0.29 | 0.12 | 0.57 | 0.27 | -0.02 | 0.32 | 0.09 |
Alpha | NA | 0.01 | 0.03 | -0.01 | 0.01 | 0.01 | 0.06 | -0.06 | -0.06 | 0.11 | -0.01 | 0.03 | 0.04 | -0.04 |
Beta | NA | 1.45 | 1.29 | 1.3 | 1.12 | 1.14 | 1.19 | 1.34 | 1.32 | 0.95 | 1.2 | 1.29 | 1.14 | 1.03 |
RSquared | NA | 0.8 | 0.77 | 0.85 | 0.81 | 0.81 | 0.8 | 0.91 | 0.68 | 0.82 | 0.88 | 0.89 | 0.62 | 0.81 |
Yield(%) | N/A | 0.0 | 0.0 | 5.7 | 10.1 | N/A | 0.0 | 0.0 | 18.3 | 16.6 | 11.2 | 9.7 | 14.1 | 6.4 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 47.3 | 83.6 | 1.5 | -15.2 | 125.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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