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HYFIX: HARBOR HIGH-YIELD BOND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/10/2002 |
| Last Dividend Date: | 02/17/2023 |
| 12-Mo. Yield | 0.88% |
| Expenses | 0.90% |
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Performance Analytics (As of 03/31/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -81.9 | -41.3 | -27.9 | -13.6 | -6.7 | -3.8 | -3.6 | -80.2 | -12.8 | 0.5 | 1.2 | 12.9 | -2.6 | 6.0 | 12.0 | -3.8 | 1.9 | 5.1 | 11.1 | 4.5 | 12.1 | 30.3 | -13.9 | 2.3 | 8.8 | 2.3 | 8.1 | 11.9 | 0.2 |
| Sharpe Ratio | NA | -0.52 | -0.45 | -0.4 | -0.28 | NA | NA | -0.12 | -0.32 | -2.04 | 0.19 | 0.09 | 3.49 | -1.38 | 2.32 | 2.38 | -0.89 | 0.38 | 1.6 | 4.87 | 0.95 | 2.2 | 5.94 | -2.26 | -0.26 | 3.83 | 0.02 | 1.73 | 2.63 | 2.65 |
| Draw Down(%) | NA | 81.9 | 82.9 | 82.9 | 82.9 | NA | NA | 82.9 | 80.8 | 15.0 | 2.5 | 20.5 | 1.2 | 5.0 | 2.1 | 4.3 | 9.3 | 6.1 | 5.4 | 2.7 | 8.2 | 3.9 | 4.7 | 18.8 | 6.1 | 1.8 | 5.1 | 4.9 | 4.5 | 0.1 |
| Standard Deviation(%) | NA | 162.4 | 93.7 | 72.7 | 51.5 | NA | NA | 36.3 | 326.6 | 7.0 | 2.5 | 11.0 | 3.3 | 2.9 | 2.3 | 5.0 | 4.3 | 5.0 | 3.2 | 2.3 | 4.7 | 5.5 | 5.1 | 6.6 | 3.4 | 1.4 | 2.1 | 4.1 | 4.3 | 1.1 |
| Treynor Ratio | NA | -1.61 | -0.59 | -0.36 | -0.17 | NA | NA | -0.07 | 2.13 | -0.16 | 0.01 | 0.01 | 0.18 | -0.06 | 0.1 | 0.13 | -0.04 | 0.02 | 0.07 | 0.24 | 0.06 | 0.24 | 0.64 | -0.27 | -0.01 | 0.24 | 0.0 | 0.25 | 0.27 | 0.46 |
| Alpha | NA | -0.35 | -0.12 | -0.08 | -0.04 | NA | NA | -0.02 | -1.28 | -0.02 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.04 | -0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | 0.01 |
| Beta | NA | 0.52 | 0.71 | 0.8 | 0.82 | NA | NA | 0.69 | -0.49 | 0.87 | 0.68 | 0.98 | 0.62 | 0.64 | 0.52 | 0.89 | 0.92 | 0.97 | 0.73 | 0.47 | 0.76 | 0.5 | 0.47 | 0.55 | 0.62 | 0.22 | 0.44 | 0.29 | 0.41 | 0.06 |
| RSquared | NA | 0.0 | 0.01 | 0.02 | 0.03 | NA | NA | 0.04 | 0.0 | 0.87 | 0.41 | 0.91 | 0.41 | 0.66 | 0.42 | 0.82 | 0.7 | 0.45 | 0.55 | 0.42 | 0.74 | 0.17 | 0.33 | 0.57 | 0.55 | 0.17 | 0.38 | 0.05 | 0.11 | 0.04 |
| Yield(%) | N/A | 0.9 | 1.0 | 2.4 | 3.9 | 5.1 | 5.3 | N/A | 0.1 | 0.9 | 0.8 | 0.9 | 5.5 | 5.4 | 5.3 | 5.2 | 5.0 | 6.7 | 7.6 | 6.0 | 7.1 | 8.0 | 7.1 | 5.6 | 6.3 | 7.1 | 6.6 | 6.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 3.9 | -83.0 | -61.8 | -33.4 | N/A | N/A | N/A | -86.6 | 11.5 | -13.6 | -81.8 | -5.8 | 2.9 | 8.0 | -5.6 | -29.1 | -13.9 | 33.7 | -18.3 | -7.3 | 38.3 | 2.0 | -14.3 | -10.2 | 2.9 | 2.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/10/2002
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