Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
HARMX (HARBOR TARGET RETIREMENT 2025 FUND INSTITUTIONAL CLASS) | NA | 108.27% | 9.35% | 7.36% | 6.56% | NA | NA | 8.02% |
Data as of 01/28/2022, AR inception is 01/05/2009
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
HARMX (HARBOR TARGET RETIREMENT 2025 FUND INSTITUTIONAL CLASS) | 01/05/2009 | 01/28/2022 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 108.27 | 9.35 | 7.36 | 6.56 | NA | NA | 8.02 | 98.01 | -49.16 | 13.67 | 18.63 | -5.43 | 13.15 | 6.55 | -1.35 | 2.71 | 10.32 | 13.75 | -1.09 | 13.05 | 23.85 |
Sharpe Ratio | NA | 1.56 | 0.15 | 0.14 | 0.19 | NA | NA | 0.26 | 3,407.58 | -0.66 | 0.88 | 3.19 | -1.05 | 3.74 | 0.88 | -0.20 | 0.55 | 1.72 | 2.04 | -0.09 | 1.27 | 1.57 |
Standard Deviation(%) | NA | 69.55 | 59.37 | 46.14 | 32.92 | NA | NA | 29.46 | 252.67 | 74.48 | 15.19 | 5.41 | 6.45 | 3.36 | 7.20 | 6.73 | 4.94 | 5.96 | 6.77 | 12.80 | 10.20 | 15.28 |
Draw Down(%) | NA | 3.29 | 52.87 | 52.87 | 52.87 | NA | NA | 52.87 | 1.74 | 52.87 | 21.33 | 2.41 | 10.38 | 1.26 | 6.92 | 8.33 | 4.96 | 6.28 | 5.86 | 13.88 | 7.79 | 16.19 |
Yield(%) | 0.00 | 104.13 | 44.74 | 28.47 | 17.04 | 15.10 | 11.32 | 17.42 | 99.17 | 13.09 | 6.81 | 7.30 | 7.37 | 3.06 | 3.88 | 7.36 | 9.01 | 5.20 | 5.47 | 7.10 | 7.82 | 5.05 |
Data as of 01/28/2022, AR inception is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HARMX (HARBOR TARGET RETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
-15.73%
Jan 2018 - Jan 2021 |
-6.37%
Sep 2016 - Sep 2021 |
-1.04%
Apr 2011 - Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
HARMX (HARBOR TARGET RETIREMENT 2025 FUND INSTITUTIONAL CLASS) |
18.67%
Feb 2009 - Feb 2012 |
14.87%
Feb 2009 - Feb 2014 |
9.23%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart