Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HARYX (HARBOR TARGET RETIREMENT 2040 FUND INSTITUTIONAL CLASS) | NA | 114.11% | -5.66% | -1.11% | 3.35% | NA | NA | 5.73% |
Data as of 01/28/2022, AR inception is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARYX (HARBOR TARGET RETIREMENT 2040 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 | 114.11 | -5.66 | -1.11 | 3.35 | NA | NA | 5.73 | -0.98 | -73.11 | 17.67 | 24.20 | -8.04 | 18.91 | 6.80 | -1.10 | 2.72 | 19.82 | 16.55 | -4.86 | 15.16 | 28.27 |
| Sharpe Ratio | NA | -0.40 | -0.38 | -0.29 | -0.12 | NA | NA | -0.03 | -1.84 | -0.56 | 0.74 | 2.63 | -0.87 | 3.49 | 0.59 | -0.11 | 0.32 | 2.20 | 1.46 | -0.24 | 0.93 | 1.20 |
| Standard Deviation(%) | NA | 15.07 | 75.99 | 59.17 | 42.44 | NA | NA | 38.40 | 6.72 | 129.70 | 23.62 | 8.67 | 10.73 | 5.27 | 11.09 | 10.56 | 8.40 | 9.00 | 11.40 | 20.66 | 16.23 | 23.67 |
| Draw Down(%) | NA | 16.20 | 74.45 | 74.45 | 74.45 | NA | NA | 74.45 | 2.29 | 74.31 | 28.78 | 4.64 | 15.85 | 1.77 | 10.11 | 11.52 | 8.00 | 6.80 | 10.27 | 21.04 | 12.06 | 23.22 |
| Yield(%) | 0.00 | 106.97 | 48.67 | 31.61 | 19.52 | 15.02 | 11.26 | 17.33 | 98.91 | 13.21 | 8.15 | 11.34 | 8.13 | 3.62 | 7.16 | 8.91 | 9.25 | 9.17 | 11.11 | 20.81 | 12.74 | 18.55 |
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 |
|---|---|---|---|---|
| HARYX (HARBOR TARGET RETIREMENT 2040 FUND INSTITUTIONAL CLASS) |
-28.77%
Jan 2018 - Jan 2021 |
-13.76%
Sep 2016 - Sep 2021 |
-4.49%
Apr 2011 - Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARYX (HARBOR TARGET RETIREMENT 2040 FUND INSTITUTIONAL CLASS) |
22.93%
Feb 2009 - Feb 2012 |
19.26%
Feb 2009 - Feb 2014 |
11.88%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart