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Nasdaq - Delayed Quote USD

Harbor Core Plus Administrative (HRBDX)

10.09
-0.04
(-0.39%)
At close: 8:04:17 PM EDT

Fund Summary

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Its average duration, as calculated by the sub-adviser, is normally equal to that of its benchmark, plus or minus 0.5 years. The fund invests primarily in investment-grade securities, but may invest up to 25% of its total assets in below investment-grade securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.12%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 5

Performance & Risk

YTD Return 2.45%
5y Average Return -0.01%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
HRBDXCategory AverageHRBDXCategory AverageHRBDXCategory Average
Alpha 0.26 0 0.78 0.01 0.21 0.01
BETA 0.98 0.01 0.98 0.01 0.97 0.01
Mean Annual Return 0.1 0 0.05 0 0.15 0
R-squared 98.67 0.62 98.15 0.65 94.28 0.64
Standard Deviation 7.54 0.05 6.31 0.04 5 0.04
Sharpe Ratio -0.45 0.01 -0.34 0.01 -0.03 0.01
Treynor Ratio -3.83 0.05 -2.39 0.03 -0.29 0.04

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