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HRUBX: Harbor Unconstrained Bond Adm (MUTUAL FUND)
Basic Info
Asset Class: | Nontraditional Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2010 |
Last Dividend Date: | 03/30/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.30% |
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Performance Analytics (As of 08/17/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/05/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.4 | 1.8 | -0.5 | -4.2 | -1.5 | -0.5 | 5.2 | -1.5 | 1.6 |
Sharpe Ratio | NA | -1.3 | -0.73 | -0.25 | -0.1 | -0.3 | -1.21 | -0.39 | -0.21 | 1.73 | -0.51 | 0.8 |
Draw Down(%) | NA | 8.3 | 12.2 | 12.9 | 12.9 | 4.4 | 5.3 | 4.5 | 4.0 | 2.0 | 3.2 | 2.5 |
Standard Deviation(%) | NA | 3.8 | 3.5 | 3.5 | 3.2 | 3.5 | 3.5 | 4.0 | 2.5 | 3.0 | 2.9 | 2.6 |
Treynor Ratio | NA | -0.44 | -0.31 | -1.97 | 1.8 | -0.11 | -0.35 | -0.61 | 0.11 | -0.49 | 0.64 | -0.45 |
Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.03 | -0.01 | 0.01 |
Beta | NA | 0.11 | 0.08 | 0.0 | 0.0 | 0.1 | 0.12 | 0.03 | -0.05 | -0.1 | -0.02 | -0.05 |
RSquared | NA | 0.25 | 0.1 | 0.0 | 0.0 | 0.18 | 0.28 | 0.01 | 0.04 | 0.2 | 0.03 | 0.12 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2010
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