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HABDX: HARBOR BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.16 0.03(0.30%) April 28
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 03/29/1988 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.65% |
| Expenses | 0.30% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/29/1988 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 1.6 | 7.1 | 1.9 | -0.1 | 1.7 | 2.7 | 3.6 | 5.6 | 2.6 | 6.7 | -13.2 | -0.8 | 7.8 | 8.4 | -0.2 | 4.9 | 3.3 | 0.2 | 4.8 | -1.5 | 9.3 | 3.5 | 8.0 | 12.2 | 3.3 | 8.7 | 3.9 | 2.6 | 5.5 | 5.3 | 10.6 | 9.0 | 10.2 | -0.3 | 9.6 | 9.4 | 4.9 | 19.1 | -3.8 | 7.7 | 6.7 | 17.0 | 7.9 | 12.7 | 4.3 |
| Sharpe Ratio | NA | 0.23 | 0.08 | -0.4 | -0.51 | 0.0 | NA | NA | 0.74 | -0.75 | 0.35 | -2.05 | -0.26 | 1.38 | 1.85 | -0.52 | 1.34 | 0.96 | 0.06 | 1.15 | -0.39 | 3.7 | 1.25 | 2.2 | 1.91 | 0.33 | 1.4 | 0.2 | 0.14 | 1.12 | 1.13 | 2.5 | 1.34 | 0.82 | -0.78 | 1.59 | 1.48 | 0.26 | 3.7 | -1.53 | 1.11 | 0.98 | 2.72 | 0.61 | 1.66 | 0.21 |
| Draw Down(%) | NA | 2.8 | 4.6 | 9.5 | 18.3 | 18.3 | NA | NA | 18.3 | 3.8 | 6.7 | 16.9 | 3.1 | 8.7 | 2.2 | 2.7 | 1.8 | 3.8 | 3.0 | 2.4 | 6.0 | 1.2 | 3.2 | 4.4 | 5.2 | 6.8 | 3.1 | 2.5 | 2.9 | 3.8 | 5.0 | 1.9 | 3.8 | 5.7 | 4.0 | 2.7 | 3.6 | 5.1 | 1.8 | 6.0 | 4.7 | 2.9 | 2.2 | 3.1 | 2.4 | 1.9 |
| Standard Deviation(%) | NA | 5.4 | 5.2 | 6.5 | 5.6 | 4.8 | NA | NA | 4.6 | 5.3 | 7.1 | 7.1 | 3.3 | 5.5 | 3.8 | 2.9 | 3.2 | 3.2 | 3.4 | 4.1 | 3.9 | 2.5 | 2.8 | 3.6 | 6.3 | 7.4 | 4.1 | 3.3 | 2.8 | 4.0 | 4.1 | 3.8 | 5.1 | 7.4 | 4.6 | 3.9 | 4.0 | 5.6 | 4.1 | 4.4 | 5.1 | 4.4 | 4.8 | 4.4 | 4.2 | 4.0 |
| Treynor Ratio | NA | 0.01 | 0.0 | -0.03 | -0.03 | 0.0 | NA | NA | 0.05 | -0.04 | 0.03 | -0.18 | -0.01 | 0.11 | 0.07 | -0.02 | 0.04 | 0.05 | 0.0 | 0.08 | -0.02 | 0.14 | 0.1 | 0.13 | 0.2 | 0.04 | 0.08 | 0.01 | 0.01 | 0.06 | 0.07 | 0.16 | 0.1 | 0.09 | -0.05 | 0.1 | 0.09 | 0.02 | 0.24 | -0.1 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.03 | NA | NA | NA | NA | NA |
| Beta | NA | 0.87 | 0.89 | 0.86 | 0.81 | 0.82 | NA | NA | 0.72 | 0.9 | 0.88 | 0.81 | 0.71 | 0.68 | 1.02 | 0.88 | 0.98 | 0.67 | 0.59 | 0.6 | 0.9 | 0.66 | 0.35 | 0.61 | 0.61 | 0.68 | 0.76 | 0.79 | 0.62 | 0.72 | 0.7 | 0.6 | 0.67 | 0.71 | 0.73 | 0.63 | 0.62 | 0.83 | 0.64 | 0.7 | 0.64 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.86 | 0.91 | 0.86 | 0.79 | NA | NA | 0.54 | 0.86 | 0.92 | 0.93 | 0.79 | 0.51 | 0.79 | 0.65 | 0.73 | 0.59 | 0.54 | 0.19 | 0.78 | 0.66 | 0.38 | 0.78 | 0.46 | 0.51 | 0.73 | 0.73 | 0.67 | 0.73 | 0.77 | 0.7 | 0.65 | 0.21 | 0.69 | 0.76 | 0.47 | 0.83 | 0.67 | 0.76 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.6 | 3.6 | 3.0 | 3.3 | 3.7 | 4.3 | N/A | 4.4 | 4.3 | 2.9 | 2.8 | 2.3 | 3.4 | 3.0 | 3.5 | 4.4 | 5.1 | 3.8 | 2.8 | 6.9 | 2.7 | 8.2 | 4.6 | 8.3 | 5.4 | 4.4 | 4.3 | 5.4 | 4.2 | 8.0 | 7.1 | 4.9 | 5.0 | 10.1 | 8.0 | 6.1 | 7.6 | 5.4 | 5.8 | 6.7 | 8.3 | 8.2 | 8.3 | 6.5 |
| Dividend Growth(%) | N/A | -100.0 | -12.9 | 17.7 | -20.6 | -33.1 | -33.3 | N/A | N/A | 3.5 | 27.1 | -2.0 | 26.2 | -26.3 | 8.6 | -12.7 | -21.7 | -19.0 | 35.4 | 31.2 | -58.2 | 154.6 | -67.1 | 90.8 | -47.4 | 58.5 | 23.4 | -0.6 | -20.2 | 31.4 | -46.7 | 13.6 | 54.6 | -7.3 | -51.3 | 28.4 | 27.8 | -10.5 | 28.9 | -6.2 | -12.8 | -13.8 | 1.7 | 2.5 | 24.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/1988
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