Performance analysis of HAPY (HARBOR HUMAN CAPITAL FACTOR UNCONSTRAINED ETF)
Annual Return
Over the past 3 years, HAPY has had an average annual return of +14.97%, underperforming the benchmark SPY, which returned +22.54% annual.
Since Feb 24, 2022, HAPY has had an average annual return of +6.48%, underperforming the benchmark SPY, which returned +14.45% annual.
| 2025 | 2024 | 2023 | 2022 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.26% | +13.02% | +34.12% | -20.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +2.49% | -2.48% | -5.44% | -1.38% | +4.51% | +3.08% | -0.11% | +2.73% | +0.22% | +3.26% | |||
| 2024 | -0.61% | +4.21% | +2.87% | -6.05% | +1.07% | +2.40% | +4.50% | +0.96% | +2.39% | -0.56% | +7.65% | -5.67% | +13.02% |
| 2023 | +10.61% | -2.30% | +1.91% | -2.38% | +3.58% | +6.40% | +5.24% | -3.38% | -5.10% | -5.36% | +13.57% | +9.13% | +34.12% |
| 2022 | +1.55% | +0.69% | -10.82% | -4.59% | -8.36% | +9.90% | -2.11% | -10.61% | +5.03% | +4.68% | -5.30% | -20.17% |
Drawdown analysis of HAPY (HARBOR HUMAN CAPITAL FACTOR UNCONSTRAINED ETF)
The maximum drawdown for the HAPY was -29.68%, occurring on Oct 14, 2022. Recovery took 293 trading sessions.
The current HAPY drawdown is -3.07%.
Since Feb 24, 2022 HAPY has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.68% | Mar 29, 2022 | 138 | Oct 14, 2022 | 293 | Dec 14, 2023 | 431 |
| -22.50% | Dec 4, 2024 | 84 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -10.90% | Feb 25, 2022 | 11 | Mar 14, 2022 | 11 | Mar 29, 2022 | 22 |
| -7.36% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -7.05% | Mar 28, 2024 | 15 | Apr 19, 2024 | 58 | Jul 15, 2024 | 73 |
| -4.65% | Dec 26, 2023 | 7 | Jan 5, 2024 | 15 | Jan 29, 2024 | 22 |
| -3.78% | Aug 30, 2024 | 4 | Sep 6, 2024 | 7 | Sep 17, 2024 | 11 |
| -2.95% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.70% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.38% | Jan 29, 2024 | 2 | Jan 31, 2024 | 6 | Feb 8, 2024 | 8 |
| -2.30% | Feb 15, 2024 | 3 | Feb 21, 2024 | 7 | Mar 1, 2024 | 10 |
| -2.26% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -2.20% | Mar 12, 2024 | 3 | Mar 15, 2024 | 4 | Mar 21, 2024 | 7 |
| -1.92% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.38% | Sep 30, 2024 | 5 | Oct 7, 2024 | 4 | Oct 11, 2024 | 9 |
| -1.27% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -1.07% | Mar 4, 2024 | 1 | Mar 5, 2024 | 2 | Mar 7, 2024 | 3 |
| -0.57% | Sep 24, 2024 | 1 | Sep 25, 2024 | 2 | Sep 27, 2024 | 3 |
| -0.57% | Oct 14, 2024 | 1 | Oct 15, 2024 | 1 | Oct 16, 2024 | 2 |
| -0.39% | Nov 25, 2024 | 5 | Dec 3, 2024 | 1 | Dec 4, 2024 | 6 |
| -0.30% | Sep 19, 2024 | 1 | Sep 20, 2024 | 1 | Sep 23, 2024 | 2 |
| -0.20% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |
| -0.18% | Mar 8, 2024 | 1 | Mar 11, 2024 | 1 | Mar 12, 2024 | 2 |
| -0.15% | Dec 14, 2023 | 1 | Dec 15, 2023 | 1 | Dec 18, 2023 | 2 |
| -0.12% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |