Performance analysis of EPMV (HARBOR MID CAP VALUE ETF)
Annual Return
Since May 2, 2025, EPMV has had an average annual return of +31.36%, underperforming the benchmark SPY, which returned +32.37% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.27% | +13.67% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.07% | +2.13% | -4.90% | +8.89% | +3.96% | +1.42% | +18.27% | ||||||
| 2025 | +2.48% | +4.26% | +1.90% | +3.25% | -0.94% | -2.25% | +2.66% | +1.72% | +13.67% |
Drawdown analysis of EPMV (HARBOR MID CAP VALUE ETF)
The maximum drawdown for the EPMV was -8.78%, occurring on Mar 30, 2026. Recovery took 14 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.78% | Feb 18, 2026 | 28 | Mar 30, 2026 | 14 | Apr 20, 2026 | 42 |
| -6.63% | Sep 4, 2025 | 55 | Nov 20, 2025 | 13 | Dec 10, 2025 | 68 |
| -4.64% | Jul 23, 2025 | 13 | Aug 11, 2025 | 9 | Aug 22, 2025 | 22 |
| -4.12% | May 16, 2025 | 5 | May 23, 2025 | 11 | Jun 10, 2025 | 16 |
| -3.30% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -2.20% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -2.14% | Dec 11, 2025 | 13 | Dec 31, 2025 | 2 | Jan 5, 2026 | 15 |
| -1.93% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.79% | Feb 9, 2026 | 3 | Feb 12, 2026 | 3 | Feb 18, 2026 | 6 |
| -1.65% | Jun 10, 2025 | 3 | Jun 13, 2025 | 6 | Jun 24, 2025 | 9 |
| -1.34% | Jan 29, 2026 | 5 | Feb 5, 2026 | 1 | Feb 6, 2026 | 6 |
| -1.17% | Jul 3, 2025 | 1 | Jul 7, 2025 | 2 | Jul 9, 2025 | 3 |
| -1.16% | Apr 30, 2026 | 2 | May 4, 2026 | 1 | May 5, 2026 | 3 |
| -1.14% | Aug 27, 2025 | 4 | Sep 3, 2025 | 1 | Sep 4, 2025 | 5 |
| -1.03% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.93% | Apr 27, 2026 | 1 | Apr 28, 2026 | 2 | Apr 30, 2026 | 3 |
| -0.92% | May 2, 2025 | 2 | May 6, 2025 | 2 | May 8, 2025 | 4 |
| -0.81% | Jan 21, 2026 | 2 | Jan 23, 2026 | 4 | Jan 29, 2026 | 6 |
| -0.75% | Jun 24, 2025 | 1 | Jun 25, 2025 | 1 | Jun 26, 2025 | 2 |
| -0.56% | Aug 22, 2025 | 1 | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 |
| -0.47% | May 13, 2025 | 1 | May 14, 2025 | 1 | May 15, 2025 | 2 |
| -0.24% | May 26, 2026 | 4 | Jun 1, 2026 | 1 | Jun 2, 2026 | 5 |
| -0.21% | Apr 20, 2026 | 2 | Apr 22, 2026 | 1 | Apr 23, 2026 | 3 |
| -0.17% | May 8, 2025 | 1 | May 9, 2025 | 1 | May 12, 2025 | 2 |
| -0.06% | Jan 12, 2026 | 1 | Jan 13, 2026 | 1 | Jan 14, 2026 | 2 |