Performance analysis of EFFE (HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF)
Annual Return
Over the past 3 years, EFFE has had an average annual return of +14.28%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EFFE has had an average annual return of +14.28%, outperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, EFFE has had an average annual return of +3.68%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 23, 2014, EFFE has had an average annual return of +3.05%, underperforming the benchmark SPY, which returned +14.32% annual.
| 2026 | 2025 | 2024 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.45% | +22.40% | -23.39% | +4.82% | -6.01% | +14.26% | +10.81% | -10.34% | +4.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.47% | +6.78% | -11.28% | +12.19% | +11.53% | +4.54% | +29.45% | ||||||
| 2025 | +1.80% | +1.38% | +1.43% | +0.27% | +3.34% | +5.94% | -0.06% | +2.51% | +2.96% | +1.90% | +0.22% | -1.12% | +22.40% |
| 2024 | -23.39% | -23.39% | |||||||||||
| 2019 | +0.69% | -0.02% | +1.71% | +0.25% | -0.86% | +2.84% | +0.15% | +4.82% | |||||
| 2018 | +2.85% | -3.17% | -1.08% | -0.47% | +1.57% | -0.38% | +0.27% | +2.45% | -1.47% | -5.46% | +1.56% | -2.51% | -6.01% |
| 2017 | +0.82% | +2.71% | +0.20% | +1.59% | -0.43% | +0.24% | +2.01% | +1.92% | -0.48% | +0.31% | -0.47% | +5.14% | +14.26% |
Drawdown analysis of EFFE (HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF)
The maximum drawdown for the EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 269 trading sessions.
Since Oct 23, 2014 EFFE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.35% | Jan 26, 2018 | 434 | Apr 8, 2025 | 269 | May 5, 2026 | 703 |
| -15.96% | Mar 23, 2015 | 209 | Jan 20, 2016 | 318 | Apr 25, 2017 | 527 |
| -7.24% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -5.26% | Sep 11, 2017 | 46 | Nov 14, 2017 | 28 | Dec 26, 2017 | 74 |
| -3.55% | Nov 26, 2014 | 13 | Dec 16, 2014 | 4 | Dec 22, 2014 | 17 |
| -3.47% | Feb 5, 2015 | 20 | Mar 6, 2015 | 8 | Mar 18, 2015 | 28 |
| -1.84% | Apr 26, 2017 | 16 | May 18, 2017 | 7 | May 30, 2017 | 23 |
| -1.64% | May 11, 2026 | 1 | May 12, 2026 | 2 | May 14, 2026 | 3 |
| -1.48% | Jun 19, 2017 | 12 | Jul 6, 2017 | 6 | Jul 14, 2017 | 18 |
| -1.41% | May 26, 2026 | 1 | May 27, 2026 | 2 | May 29, 2026 | 3 |
| -1.32% | Dec 28, 2017 | 2 | Jan 2, 2018 | 3 | Jan 5, 2018 | 5 |
| -1.19% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.84% | Dec 29, 2014 | 3 | Jan 2, 2015 | 4 | Jan 8, 2015 | 7 |
| -0.81% | Jan 16, 2018 | 1 | Jan 17, 2018 | 4 | Jan 23, 2018 | 5 |
| -0.73% | Jun 6, 2017 | 4 | Jun 12, 2017 | 5 | Jun 19, 2017 | 9 |
| -0.65% | Dec 23, 2014 | 1 | Dec 24, 2014 | 2 | Dec 29, 2014 | 3 |
| -0.65% | Aug 4, 2017 | 5 | Aug 11, 2017 | 14 | Aug 31, 2017 | 19 |
| -0.63% | May 30, 2017 | 1 | May 31, 2017 | 4 | Jun 6, 2017 | 5 |
| -0.62% | Oct 31, 2014 | 11 | Nov 17, 2014 | 4 | Nov 21, 2014 | 15 |
| -0.54% | Jan 26, 2015 | 5 | Feb 2, 2015 | 3 | Feb 5, 2015 | 8 |
| -0.52% | Jan 5, 2018 | 1 | Jan 8, 2018 | 4 | Jan 12, 2018 | 5 |
| -0.46% | Mar 18, 2015 | 1 | Mar 19, 2015 | 1 | Mar 20, 2015 | 2 |
| -0.26% | Sep 7, 2017 | 1 | Sep 8, 2017 | 1 | Sep 11, 2017 | 2 |
| -0.24% | Jan 23, 2018 | 1 | Jan 24, 2018 | 2 | Jan 26, 2018 | 3 |
| -0.24% | Jan 13, 2015 | 1 | Jan 14, 2015 | 3 | Jan 20, 2015 | 4 |