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Performance analysis of HAPI (HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF)

Annual Return

Over the past 3 years, HAPI has had an average annual return of +19.68%, outperforming the benchmark SPY, which returned +19.62% annual.

Since Oct 13, 2022, HAPI has had an average annual return of +23.63%, outperforming the benchmark SPY, which returned +22.47% annual.

20262025202420232022
+8.50%+16.24%+27.62%+30.28%+6.16%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.22%+0.31%-4.81%+8.76%+3.56%-0.64%+0.31%+8.50%
2025+3.44%-0.73%-6.77%+0%+6.50%+5.16%+1.34%+2.04%+1.99%+2.03%+0.02%+0.74%+16.24%
2024+2.70%+5.81%+4.10%-4.35%+5.36%+4.14%-0.23%+2.83%+1.89%+0.27%+5.09%-2.42%+27.62%
2023+6.52%-2.17%+4.56%+2.14%+1.38%+6.23%+3.36%-0.63%-4.54%-2.48%+8.91%+4.38%+30.28%
2022+6.16%+5.87%-5.54%+6.16%

Drawdown analysis of HAPI (HARBOR HUMAN CAPITAL FACTOR US LARGE CAP ETF)

The maximum drawdown for the HAPI was -19.46%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current HAPI drawdown is -1.19%.

Since Oct 13, 2022 HAPI has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-19.46%Feb 19, 202534Apr 8, 202554Jun 26, 202588
-9.41%Jul 16, 202414Aug 5, 202432Sep 19, 202446
-9.27%Jul 28, 202364Oct 27, 202316Nov 20, 202380
-8.12%Jan 12, 202653Mar 30, 202610Apr 14, 202663
-7.30%Feb 2, 202325Mar 10, 202323Apr 13, 202348
-7.02%Dec 1, 202218Dec 28, 202219Jan 26, 202337
-5.77%Mar 28, 202415Apr 19, 202418May 15, 202433
-5.06%Oct 27, 202518Nov 20, 202522Dec 23, 202540
-4.39%Oct 28, 20224Nov 3, 20225Nov 10, 20229
-4.35%Dec 11, 20245Dec 18, 202422Jan 23, 202527
-3.66%Jun 4, 20264Jun 10, 2026OngoingOngoingOngoing
-2.49%Oct 6, 20254Oct 10, 20256Oct 20, 202510
-2.49%Oct 18, 20249Oct 31, 20244Nov 6, 202413
-2.47%May 1, 20233May 4, 20239May 17, 202312
-2.43%Jun 15, 20236Jun 26, 20234Jun 30, 202310
-2.41%Oct 13, 20221Oct 14, 20221Oct 17, 20222
-2.32%Apr 18, 20236Apr 26, 20232Apr 28, 20238
-2.26%Nov 11, 20244Nov 15, 20247Nov 26, 202411
-2.01%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-1.93%May 18, 20234May 24, 20232May 26, 20236
-1.91%Jan 29, 20242Jan 31, 20242Feb 2, 20244
-1.83%Jan 23, 20252Jan 27, 202513Feb 13, 202515
-1.81%Dec 26, 20236Jan 4, 20244Jan 10, 202410
-1.67%Nov 23, 20223Nov 29, 20221Nov 30, 20224
-1.55%May 21, 20246May 30, 20244Jun 5, 202410