Nasdaq - Delayed Quote • USD
Harbor Funds - Harbor Target Retirement 2040 Fund (HARYX)
At close: February 25 at 8:00 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.19% |
| Worst 1Y Total Return | -8.04% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HARYX | Category Average | HARYX | Category Average | HARYX | Category Average | |
| Alpha | -1.11 | -0.01 | -0.45 | -0.01 | -1.1 | -0.01 |
| BETA | 1.31 | 0.01 | 1.3 | 0.01 | 1.34 | 0.01 |
| Mean Annual Return | 1.09 | 0.01 | 1.02 | 0.01 | 0.87 | 0.01 |
| R-squared | 97.26 | 0.98 | 96.69 | 0.98 | 96.14 | 0.97 |
| Standard Deviation | 15.05 | 0.15 | 12.01 | 0.13 | 11.54 | 0.12 |
| Sharpe Ratio | 0.79 | 0.01 | 0.92 | 0.01 | 0.85 | 0.01 |
| Treynor Ratio | 8.82 | 0.09 | 8.51 | 0.09 | 7.11 | 0.07 |
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