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HAPI: Harbor Corporate Culture ETF (ETF)
Basic Info 30.27 0.24(0.79%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/13/2022 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 10/13/2022 |
2023 | 2022 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 8.3 | 29.1 | 30.1 | 30.0 | 6.2 |
Sharpe Ratio | NA | 1.65 | 1.76 | 1.69 | 1.95 | 1.25 |
Draw Down(%) | NA | 5.8 | 9.3 | 9.3 | 9.3 | 7.0 |
Standard Deviation(%) | NA | 12.1 | 12.2 | 14.9 | 13.3 | 23.5 |
Treynor Ratio | NA | 0.2 | 0.22 | 0.26 | 0.27 | 0.31 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.01 | 0.03 |
Beta | NA | 0.98 | 0.96 | 0.96 | 0.95 | 0.95 |
RSquared | NA | 0.91 | 0.92 | 0.95 | 0.94 | 0.99 |
Yield(%) | N/A | 0.0 | 1.2 | N/A | 1.3 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | 383.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/13/2022
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