Nasdaq - Delayed Quote USD
Harbor International Core Retirement (HAORX)
15.02
+0.14
+(0.94%)
At close: 8:01:04 PM EDT
Fund Summary
The fund invests at least 80% of its assets in a diversified portfolio of non-U.S. equity securities. It invests primarily in the stocks of foreign companies located in developed markets, but it may also invest up to 15% of its assets in the securities of companies located in emerging markets. The fund invests in stocks across the market capitalization spectrum. The subadvisor manages the fund using an active, quantitative investment strategy.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.27% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 16.16% |
| 5y Average Return | 15.03% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HAORX | Category Average | HAORX | Category Average | HAORX | Category Average | |
| Alpha | 3.19 | -0.01 | 3.52 | -0.01 | -- | 0.01 |
| BETA | 0.99 | 0.01 | 1 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.01 | 0.01 | 1.19 | 0.01 | -- | 0.01 |
| R-squared | 89.66 | 0.95 | 89.64 | 0.94 | -- | 0.93 |
| Standard Deviation | 16.52 | 0.18 | 15.93 | 0.15 | -- | 0.15 |
| Sharpe Ratio | 0.46 | 0 | 0.72 | 0.01 | -- | 0 |
| Treynor Ratio | 6.67 | 0.07 | 11 | 0.09 | -- | 0.05 |
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