HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX)

Basic Info

HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS started on 01/05/2009
HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS is classified as asset class Retirement Income
HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS expense ratio is 0.58%
HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS rating is
Not Rated

HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) Dividend Info

HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) dividend growth in the last 12 months is 2388.33%

The trailing 12-month yield of HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS is 101.76%. its dividend history:

DateDividend
01/14/2022 9.24
12/21/2021 0.6565
09/30/2021 0.038
06/30/2021 0.0366
03/31/2021 0.032
12/18/2020 0.272
09/30/2020 0.041
06/30/2020 0.046
03/31/2020 0.043
12/17/2019 0.117
09/27/2019 0.051
06/28/2019 0.053
03/29/2019 0.037
12/18/2018 0.2915
09/28/2018 0.0624
06/29/2018 0.061
03/29/2018 0.021
12/19/2017 0.206
09/29/2017 0.047
06/30/2017 0.053
03/30/2017 0.024
12/20/2016 0.18
06/30/2016 0.031
03/31/2016 0.031
12/18/2015 0.497
09/25/2015 0.05
06/30/2015 0.038
03/31/2015 0.017
12/19/2014 0.495
09/26/2014 0.033
06/27/2014 0.036
03/28/2014 0.028
12/18/2013 0.39
09/27/2013 0.03
06/28/2013 0.034
04/01/2013 0.03
12/18/2012 0.456
09/28/2012 0.027
06/29/2012 0.055
03/30/2012 0.03
12/19/2011 0.917
09/30/2011 0.046
06/30/2011 0.039
03/31/2011 0.044
12/20/2010 1.335
09/30/2010 0.04
06/30/2010 0.044
04/16/2010 0.025
03/31/2010 0.027
12/21/2009 0.733
09/30/2009 0.055
06/30/2009 0.072

Dividend Growth History for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2022
2022 $9.24 99.35% 1,110.85% -
2021 $0.7631 7.79% 89.83% 1,110.85%
2020 $0.402 4.33% 55.81% 379.43%
2019 $0.258 3.06% -40.81% 229.62%
2018 $0.4359 4.77% 32.09% 114.57%
2017 $0.33 3.78% 36.36% 94.73%
2016 $0.242 2.83% -59.80% 83.50%
2015 $0.602 6.52% 1.69% 47.72%
2014 $0.592 6.26% 22.31% 40.98%
2013 $0.484 5.00% -14.79% 38.78%
2012 $0.568 6.14% -45.70% 32.17%
2011 $1.046 10.47% -28.89% 21.90%
2010 $1.471 13.94% 71.05% 16.55%
2009 $0.86 8.58% - 20.04%

Dividend Growth Chart for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX)

HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) Historical Returns And Risk Info

From 01/02/2009 to 01/28/2022, the compound annualized total return (dividend reinvested) of HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is 5.441%. Its cumulative total return (dividend reinvested) is 99.615%.

From 01/02/2009 to 01/28/2022, the Maximum Drawdown of HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is 55.5%.

From 01/02/2009 to 01/28/2022, the Sharpe Ratio of HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is -0.04.

From 01/02/2009 to 01/28/2022, the Annualized Standard Deviation of HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is 21.4%.

From 01/02/2009 to 01/28/2022, the Beta of HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is 0.77.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Inception** 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) -7.3 -5.7 -18.2 -10.3 -3.4 -0.6 -8.2 -54.7 10.6 12.9 -2.8 8.4 4.6 -0.5 3.4 3.2 10.9 3.2 9.0 13.4
Sharpe Ratio NA -0.68 -0.43 -0.32 -0.16 -0.04 -2.46 -0.72 1.21 3.74 -1.21 3.43 1.04 -0.14 0.42 0.75 3.62 0.57 1.97 2.18
Draw Down(%) NA 9.1 55.5 55.5 55.5 55.5 8.2 55.3 13.5 0.9 5.2 1.2 3.5 5.3 4.9 5.8 2.2 5.8 3.5 7.0
Standard Deviation(%) NA 8.4 43.8 34.0 24.3 21.4 27.6 75.6 8.5 3.1 3.4 2.3 4.2 3.8 8.0 4.2 3.0 5.6 4.5 6.2
Treynor Ratio NA -0.3 -0.25 -0.15 -0.05 -0.01 -3.46 -0.23 0.12 0.16 -0.08 0.13 0.05 -0.01 0.05 0.04 0.17 0.04 0.12 0.19
Alpha NA -0.03 -0.08 -0.05 -0.02 -0.02 -0.4 -0.28 0.01 0.02 0.0 0.02 0.01 0.01 0.01 0.0 0.03 0.01 0.02 0.02
Beta NA 0.19 0.75 0.74 0.77 0.77 0.2 2.36 0.85 0.74 0.5 0.58 0.84 0.62 0.7 0.76 0.66 0.86 0.73 0.71
RSquare NA 0.04 0.03 0.04 0.05 0.08 0.0 0.03 0.92 0.7 0.52 0.49 0.77 0.61 0.09 0.61 0.72 0.85 0.78 0.92
Yield(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 6.3 5.0 6.3 10.5 13.9 8.6
Dividend Growth(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 25.0 -17.2 -44.8 -28.6 70.9 N/A

Return Calculator for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX)

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HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) Historical Return Chart

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HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/02/2009 to 01/28/2022, the worst annualized return of 3-year rolling returns for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is -16.76%.
From 01/02/2009 to 01/28/2022, the worst annualized return of 5-year rolling returns for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is -8.63%.
From 01/02/2009 to 01/28/2022, the worst annualized return of 10-year rolling returns for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is -2.18%.
From 01/02/2009 to 01/28/2022, the worst annualized return of 20-year rolling returns for HARBOR TARGET RETIREMENT INCOME FUND INSTITUTIONAL CLASS (HARAX) is NA.

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