Nasdaq - Delayed Quote USD

Harbor Funds - Harbor Target Retirement 2040 Fund (HARYX)

9.06 0.00 (0.00%)
At close: February 25 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 7.64%
5y Average Return 5.66%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 24.19%
Worst 1Y Total Return (Feb 4, 2019) -8.04%
Best 3Y Total Return 24.19%
Worst 3Y Total Return 2.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HARYX
Category
YTD
-0.98%
10.80%
1-Month
1.08%
1.06%
3-Month
-0.48%
6.14%
1-Year
5.74%
33.59%
3-Year
15.25%
12.99%
5-Year
11.83%
12.87%
10-Year
9.87%
9.72%
Last Bull Market
20.48%
19.05%
Last Bear Market
-18.98%
-17.54%

Annual Total Return (%) History

Year
HARYX
Category
2021
--
--
2020
17.67%
14.56%
2019
24.19%
23.19%
2018
-8.04%
-7.74%
2017
18.91%
19.52%
2016
6.80%
7.95%
2015
-1.10%
-1.99%
2014
2.72%
5.25%

2013
19.81%
19.97%
2012
16.55%
14.64%
2011
-4.87%
-3.49%
2010
14.78%
14.37%
2009
--
30.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 3.36% 4.57% -0.97% --
2020 -18.14% 18.09% 7.48% 13.25%
2019 11.01% 4.08% 0.45% 7.01%
2018 0.22% 1.19% 1.93% -11.04%
2017 5.88% 4.26% 3.97% 3.61%
2016 0.12% 2.00% 5.01% -0.41%
2015 4.04% 0.65% -8.15% 2.82%
2014 2.10% 3.19% -3.39% 0.91%
2013 5.91% -0.55% 7.37% 5.94%
2012 11.71% -4.37% 5.71% 3.21%

2011 4.66% 0.43% -16.35% 8.21%
2010 3.74% -9.15% 11.92% 8.82%
2009 17.83% 15.70% 5.48% --

Rank in Category (By Total Return)

YTD 100
1-Month 98
3-Month 85
1-Year 88
3-Year 57
5-Year 74

Load Adjusted Returns

1-Year 23.37%
3-Year 12.64%
5-Year 12.16%
10-Year 10.17%

Performance & Risk

YTD Return 7.64%
5y Average Return 5.66%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Harbor
Net Assets 41.46M
YTD Return -0.98%
Yield 1.83%
Morningstar Rating
Inception Date Jan 02, 2009

Fund Summary

The fund invests in the Institutional Class shares of other Harbor mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2040 (the target year) and assumes a retirement age of 65. The fund's current target allocations are: 66% in Equity, 34% in Fixed Income and 0% in Money Market.

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