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HRIGX: HARBOR INTERNATIONAL GROWTH FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info 15.05 0.2(1.31%) April 19
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/06/2002 |
Last Dividend Date: | 12/20/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.21% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 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(%) | -4.1 | -4.0 | -4.4 | -11.0 | 1.4 | 3.0 | 5.8 | 4.2 | 5.1 | 9.9 | -32.3 | -5.4 | 31.6 | 32.4 | -17.1 | 30.8 | 0.2 | 1.3 | -4.7 | 14.0 | 16.7 | -15.4 | 13.5 | 37.6 | -49.5 | 20.3 | 23.8 | 19.5 | 10.7 | 27.5 | -3.8 |
Sharpe Ratio | NA | -0.22 | -0.17 | -0.54 | 0.04 | 0.13 | NA | NA | 0.2 | 0.35 | -1.13 | -0.29 | 1.04 | 2.36 | -1.16 | 4.04 | 0.0 | 0.08 | -0.42 | 1.15 | 1.03 | -0.56 | 0.61 | 1.22 | -1.16 | 0.85 | 1.26 | 1.58 | 0.61 | 1.74 | -1.49 |
Draw Down(%) | NA | 5.2 | 19.6 | 46.2 | 46.2 | 46.2 | NA | NA | 62.7 | 19.8 | 41.8 | 18.4 | 32.6 | 8.4 | 25.8 | 2.9 | 12.3 | 17.7 | 14.0 | 11.6 | 16.0 | 27.1 | 17.5 | 24.6 | 59.8 | 13.4 | 19.3 | 7.5 | 13.2 | 17.0 | 6.1 |
Standard Deviation(%) | NA | 14.4 | 15.3 | 21.3 | 22.4 | 18.6 | NA | NA | 20.9 | 16.1 | 29.8 | 18.9 | 30.0 | 13.1 | 15.9 | 7.5 | 17.2 | 15.0 | 11.2 | 12.1 | 16.2 | 27.5 | 22.0 | 30.8 | 43.3 | 20.3 | 16.3 | 11.0 | 16.0 | 15.4 | 16.1 |
Treynor Ratio | NA | -0.04 | -0.03 | -0.13 | 0.01 | 0.03 | NA | NA | 0.05 | 0.06 | -0.4 | -0.1 | 0.33 | 0.35 | -0.22 | 0.41 | 0.0 | 0.01 | -0.06 | 0.16 | 0.18 | -0.16 | 0.14 | 0.36 | -0.52 | 0.17 | 0.2 | 0.19 | 0.1 | 0.29 | -0.26 |
Alpha | NA | -0.04 | -0.02 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.02 | -0.06 | -0.05 | -0.07 | 0.02 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.04 | 0.01 | -0.01 | 0.02 | -0.03 | -0.01 | -0.08 |
Beta | NA | 0.89 | 0.9 | 0.87 | 0.89 | 0.88 | NA | NA | 0.94 | 0.88 | 0.84 | 0.54 | 0.94 | 0.88 | 0.83 | 0.73 | 0.94 | 0.9 | 0.84 | 0.87 | 0.92 | 0.96 | 0.99 | 1.05 | 0.96 | 1.02 | 1.03 | 0.9 | 0.98 | 0.93 | 0.9 |
RSquared | NA | 0.89 | 0.91 | 0.93 | 0.93 | 0.92 | NA | NA | 0.92 | 0.92 | 0.91 | 0.52 | 0.93 | 0.93 | 0.93 | 0.8 | 0.93 | 0.94 | 0.88 | 0.91 | 0.96 | 0.97 | 0.95 | 0.97 | 0.97 | 0.95 | 0.89 | 0.72 | 0.63 | 0.7 | 0.86 |
Yield(%) | N/A | 0.0 | 0.0 | 2.5 | 2.7 | 2.0 | 3.2 | 2.4 | N/A | 0.0 | 0.0 | 7.9 | 0.6 | 2.0 | 0.4 | 1.1 | 1.1 | 0.3 | 1.2 | 1.4 | 6.2 | 0.0 | 1.7 | 1.0 | 0.5 | 1.2 | 0.1 | 0.1 | 0.6 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | 309.3 | 309.6 | 87.9 | N/A | N/A | N/A | N/A | -100.0 | 1500.0 | -57.7 | 333.3 | -57.1 | 7.7 | 225.0 | -73.3 | -6.2 | -76.1 | N/A | -100.0 | 137.5 | 0.0 | -50.0 | 1500.0 | 0.0 | -80.0 | -37.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2002
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