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HRMGX: HARBOR MID CAP GROWTH FUND ADMINISTRATIVE CLASS (MUTUAL FUND)
Basic Info 4.9 0.01(0.20%) April 16
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (49%) |
Start Date: | 10/31/2002 |
Last Dividend Date: | 12/20/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.83% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/31/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.7 | 5.8 | 24.1 | -10.5 | 5.6 | 9.2 | 12.4 | 8.9 | 10.4 | 32.7 | -44.4 | -3.7 | 61.6 | 39.1 | -2.6 | 32.1 | 0.3 | 0.6 | 6.6 | 35.6 | 21.6 | -9.2 | 22.3 | 30.9 | -42.9 | 23.0 | 12.3 | 19.8 | 8.7 | 45.0 | -0.9 |
Sharpe Ratio | NA | 1.4 | 1.26 | -0.21 | 0.09 | 0.23 | NA | NA | 0.31 | 1.35 | -1.08 | -0.04 | 1.73 | 2.06 | -0.18 | 2.6 | 0.01 | 0.04 | 0.41 | 2.56 | 1.27 | -0.32 | 0.97 | 1.09 | -1.09 | 1.16 | 0.6 | 1.29 | 0.43 | 2.04 | -0.21 |
Draw Down(%) | NA | 4.8 | 19.1 | 71.2 | 71.2 | 71.2 | NA | NA | 71.2 | 19.1 | 47.1 | 46.4 | 37.2 | 10.3 | 25.9 | 4.9 | 21.4 | 15.0 | 12.0 | 6.1 | 12.8 | 26.7 | 17.4 | 25.3 | 55.2 | 11.5 | 15.5 | 10.0 | 18.5 | 10.3 | 9.9 |
Standard Deviation(%) | NA | 19.1 | 19.2 | 59.0 | 49.2 | 36.9 | NA | NA | 30.3 | 21.2 | 42.4 | 91.2 | 35.4 | 18.3 | 22.4 | 12.1 | 18.8 | 15.5 | 16.0 | 13.9 | 17.1 | 28.9 | 22.8 | 28.3 | 40.2 | 17.3 | 15.2 | 13.6 | 18.0 | 21.7 | 31.4 |
Treynor Ratio | NA | 0.22 | 0.21 | -0.11 | 0.04 | 0.08 | NA | NA | 0.1 | 0.25 | -0.36 | -0.09 | 0.64 | 0.31 | -0.03 | 0.25 | 0.0 | 0.01 | 0.06 | 0.35 | 0.21 | -0.09 | 0.22 | 0.33 | -0.52 | 0.21 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.05 | 0.02 | 0.01 | 0.02 | 0.01 | NA | NA | 0.02 | 0.02 | -0.05 | 0.12 | 0.08 | -0.01 | 0.02 | 0.01 | -0.03 | 0.01 | -0.03 | 0.01 | 0.02 | -0.02 | -0.02 | -0.02 | -0.01 | 0.02 | 0.02 | NA | NA | NA | NA |
Beta | NA | 1.21 | 1.16 | 1.08 | 1.04 | 1.05 | NA | NA | 0.98 | 1.15 | 1.28 | 0.42 | 0.95 | 1.22 | 1.13 | 1.27 | 1.13 | 0.94 | 1.12 | 1.01 | 1.03 | 1.0 | 1.01 | 0.93 | 0.85 | 0.97 | 0.93 | NA | NA | NA | NA |
RSquared | NA | 0.82 | 0.81 | 0.15 | 0.24 | 0.3 | NA | NA | 0.42 | 0.83 | 0.94 | 0.01 | 0.91 | 0.85 | 0.85 | 0.75 | 0.92 | 0.92 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.96 | 0.97 | 0.94 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2002
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