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Performance analysis of EPSV (HARBOR SMID CAP VALUE ETF)

Annual Return

Since May 2, 2025, EPSV has had an average annual return of +47.89%, outperforming the benchmark SPY, which returned +32.37% annual.

20262025
+26.46%+20.90%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+7.03%+4.28%-4.14%+11.23%+4.80%+1.39%+26.46%
2025+3.55%+4.66%+2.37%+5.16%-0.11%-0.06%+2.37%+1.39%+20.90%

Drawdown analysis of EPSV (HARBOR SMID CAP VALUE ETF)

The maximum drawdown for the EPSV was -8.93%, occurring on Mar 20, 2026. Recovery took 15 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.93%Feb 20, 202620Mar 20, 202615Apr 13, 202635
-6.77%Oct 24, 202519Nov 20, 20258Dec 3, 202527
-4.76%Oct 6, 20254Oct 10, 20259Oct 23, 202513
-4.44%Jul 23, 20257Aug 1, 20258Aug 13, 202515
-4.33%May 8, 20267May 19, 20264May 26, 202611
-4.31%May 16, 20255May 23, 202511Jun 10, 202516
-3.60%Dec 11, 202513Dec 31, 20253Jan 6, 202616
-2.67%Jul 10, 20253Jul 15, 20256Jul 23, 20259
-2.22%Sep 18, 20255Sep 25, 20257Oct 6, 202512
-2.16%Jun 10, 20253Jun 13, 20256Jun 24, 20259
-1.98%Jan 15, 20262Jan 20, 20261Jan 21, 20263
-1.77%Aug 13, 20252Aug 15, 20255Aug 22, 20257
-1.71%Sep 5, 20253Sep 10, 20256Sep 18, 20259
-1.67%Jan 21, 20264Jan 27, 20265Feb 3, 20269
-1.37%Feb 11, 20261Feb 12, 20263Feb 18, 20264
-1.33%Jul 3, 20251Jul 7, 20253Jul 10, 20254
-1.27%May 6, 20261May 7, 20261May 8, 20262
-1.25%Jan 6, 20261Jan 7, 20262Jan 9, 20263
-1.19%Aug 27, 20254Sep 3, 20251Sep 4, 20255
-0.97%Apr 30, 20262May 4, 20262May 6, 20264
-0.90%Apr 27, 20262Apr 29, 20261Apr 30, 20263
-0.88%Apr 14, 20261Apr 15, 20262Apr 17, 20263
-0.87%May 2, 20252May 6, 20252May 8, 20254
-0.80%Feb 4, 20261Feb 5, 20261Feb 6, 20262
-0.64%May 13, 20251May 14, 20252May 16, 20253