Nasdaq - Delayed Quote USD
Harbor Funds - Harbor Target Retirement 2035 Fund (HARUX)
14.45
0.00
(0.00%)
At close: December 15 at 8:00:23 PM EST
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | 6.97% |
| 5y Average Return | 5.12% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Feb 4, 2019) | 22.17% |
| Worst 1Y Total Return (Feb 4, 2019) | -7.16% |
| Best 3Y Total Return | 22.17% |
| Worst 3Y Total Return | 2.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HARUX
Category
- YTD
- -1.03%
- 9.49%
- 1-Month
- 0.77%
- 1.04%
- 3-Month
- -0.52%
- 5.73%
- 1-Year
- 5.07%
- 29.95%
- 3-Year
- 13.87%
- 12.29%
- 5-Year
- 10.86%
- 12.13%
- 10-Year
- 8.93%
- 9.24%
- Last Bull Market
- 18.84%
- 19.43%
- Last Bear Market
- -16.83%
- -17.22%
Annual Total Return (%) History
Year
HARUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 2.57% | 4.30% | -0.80% | -- |
| 2020 | -16.24% | 16.44% | 6.81% | 11.73% |
| 2019 | 10.17% | 3.85% | 0.63% | 6.11% |
| 2018 | 0.07% | 0.97% | 1.72% | -9.67% |
| 2017 | 5.33% | 3.77% | 3.71% | 3.11% |
| 2016 | 0.41% | 2.11% | 4.61% | -0.37% |
| 2015 | 3.66% | 0.58% | -7.52% | 2.20% |
| 2014 | 2.15% | 3.05% | -3.29% | 0.64% |
| 2013 | 5.23% | -1.11% | 6.61% | 5.09% |
| 2012 | 10.47% | -3.50% | 5.48% | 2.81% |
| 2011 | 4.39% | 0.58% | -14.49% | 7.75% |
| 2010 | 3.56% | -7.65% | 10.90% | 7.73% |
| 2009 | 16.28% | 14.57% | 5.10% | -- |
Rank in Category (By Total Return)
| YTD | 100 |
| 1-Month | 99 |
| 3-Month | 89 |
| 1-Year | 90 |
| 3-Year | 65 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | 20.42% |
| 3-Year | 11.70% |
| 5-Year | 11.08% |
| 10-Year | 9.25% |
Performance & Risk
| YTD Return | 6.97% |
| 5y Average Return | 5.12% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2035 |
| Fund Family | Harbor |
| Net Assets | 26.35M |
| YTD Return | -1.03% |
| Yield | 2.13% |
| Morningstar Rating | |
| Inception Date | Jan 02, 2009 |
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 2035 (the target year) and assumes a retirement age of 65. The fund's current target allocations are: 56% in Equity, 44% in Fixed Income and 0% in Money Market.
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