Performance analysis of HAPS (HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF)
Annual Return
Over the past 3 years, HAPS has had an average annual return of +11.58%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Apr 13, 2023, HAPS has had an average annual return of +11.23%, underperforming the benchmark SPY, which returned +22.57% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.18% | +8.35% | +4.08% | +12.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.42% | +1.03% | -4.15% | +10.62% | +1.51% | -1.07% | +10.18% | ||||||
| 2025 | +2.80% | -4.34% | -6.99% | -2.59% | +4.57% | +4.20% | +1.46% | +7.56% | +1.39% | -1.30% | +1.47% | +0.71% | +8.35% |
| 2024 | -5.19% | +4.02% | +1.08% | -6.46% | +4.44% | -2.40% | +10.28% | -1.54% | +1.07% | -1.67% | +10.64% | -8.29% | +4.08% |
| 2023 | -1.95% | -2.04% | +7.74% | +5.68% | -5.99% | -6.00% | -7.13% | +11.92% | +11.93% | +12.43% |
Drawdown analysis of HAPS (HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF)
The maximum drawdown for the HAPS was -27.44%, occurring on Apr 8, 2025. Recovery took 170 trading sessions.
The current HAPS drawdown is -1.45%.
Since Apr 13, 2023 HAPS has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.44% | Nov 11, 2024 | 100 | Apr 8, 2025 | 170 | Dec 10, 2025 | 270 |
| -19.39% | Jul 31, 2023 | 63 | Oct 27, 2023 | 33 | Dec 14, 2023 | 96 |
| -10.01% | Jan 22, 2026 | 40 | Mar 20, 2026 | 18 | Apr 16, 2026 | 58 |
| -9.86% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -9.57% | Dec 27, 2023 | 77 | Apr 18, 2024 | 60 | Jul 16, 2024 | 137 |
| -5.94% | Apr 17, 2023 | 13 | May 4, 2023 | 20 | Jun 2, 2023 | 33 |
| -5.19% | Jun 13, 2023 | 7 | Jun 23, 2023 | 11 | Jul 11, 2023 | 18 |
| -4.61% | May 6, 2026 | 9 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -4.12% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -3.59% | Sep 19, 2024 | 10 | Oct 3, 2024 | 9 | Oct 16, 2024 | 19 |
| -3.27% | Dec 11, 2025 | 13 | Dec 31, 2025 | 5 | Jan 8, 2026 | 18 |
| -2.99% | Jul 16, 2024 | 3 | Jul 19, 2024 | 7 | Jul 30, 2024 | 10 |
| -2.41% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -2.24% | Jul 19, 2023 | 6 | Jul 27, 2023 | 2 | Jul 31, 2023 | 8 |
| -2.13% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -2.03% | Apr 20, 2026 | 3 | Apr 23, 2026 | 2 | Apr 27, 2026 | 5 |
| -1.07% | Jun 2, 2023 | 1 | Jun 5, 2023 | 1 | Jun 6, 2023 | 2 |
| -1.01% | Jul 13, 2023 | 1 | Jul 14, 2023 | 1 | Jul 17, 2023 | 2 |
| -0.96% | Dec 14, 2023 | 2 | Dec 18, 2023 | 1 | Dec 19, 2023 | 3 |
| -0.79% | Apr 13, 2023 | 1 | Apr 14, 2023 | 1 | Apr 17, 2023 | 2 |
| -0.78% | Jan 9, 2026 | 2 | Jan 13, 2026 | 2 | Jan 15, 2026 | 4 |
| -0.74% | Apr 28, 2026 | 1 | Apr 29, 2026 | 1 | Apr 30, 2026 | 2 |
| -0.67% | Jun 7, 2023 | 2 | Jun 9, 2023 | 2 | Jun 13, 2023 | 4 |
| -0.44% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.06% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |