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HACMX: HARBOR COMMODITY REAL RETURN STRATEGY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 09/04/2008 |
| Last Dividend Date: | 12/18/2017 |
| 12-Mo. Yield | 4.79% |
| Expenses | 0.94% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/04/2008 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 1.8 | -0.3 | -6.1 | 0.3 | 1.0 | 14.6 | -25.8 | -18.8 | -14.9 | 5.2 | -7.6 | 22.6 | 29.8 | -40.1 |
| Sharpe Ratio | NA | -0.13 | -0.4 | -0.75 | -0.33 | 1.61 | 0.04 | 0.9 | -1.54 | -1.5 | -1.31 | 0.38 | -0.41 | 1.03 | 1.04 | -1.73 |
| Draw Down(%) | NA | 11.3 | 33.0 | 53.1 | 59.2 | 0.0 | 11.7 | 8.7 | 29.5 | 27.1 | 18.4 | 13.2 | 20.8 | 14.1 | 19.2 | 49.8 |
| Standard Deviation(%) | NA | 9.2 | 14.0 | 13.5 | 19.1 | 0.8 | 10.0 | 15.9 | 16.7 | 12.5 | 11.4 | 13.8 | 18.6 | 21.8 | 28.5 | 46.1 |
| Treynor Ratio | NA | -0.02 | -0.07 | -0.13 | -0.08 | 1.02 | 0.01 | 0.18 | -0.29 | -0.24 | -0.17 | 0.07 | -0.1 | 0.28 | 0.35 | -1.09 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.04 | 0.01 | -0.02 | 0.05 | 0.06 | -0.15 |
| Beta | NA | 0.58 | 0.79 | 0.8 | 0.8 | 0.01 | 0.67 | 0.81 | 0.88 | 0.79 | 0.87 | 0.8 | 0.8 | 0.8 | 0.85 | 0.73 |
| RSquared | NA | 0.6 | 0.8 | 0.73 | 0.66 | 0.04 | 0.67 | 0.82 | 0.88 | 0.52 | 0.66 | 0.74 | 0.79 | 0.5 | 0.67 | 0.56 |
| Yield(%) | N/A | 4.8 | 2.1 | 1.8 | N/A | 0.0 | 5.0 | 0.8 | 1.7 | 3.5 | 1.9 | 1.8 | 4.8 | 11.8 | 10.2 | 0.0 |
| Dividend Growth(%) | N/A | 564.3 | -38.5 | N/A | N/A | -100.0 | 564.3 | -63.6 | -62.6 | 48.2 | 8.6 | -66.4 | -55.6 | 38.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/04/2008
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See COMMODITIES BROAD BASKET Asset Class Trend Rankings |
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