- Issuer
- Harbor
- Inception Date
- Jul 9, 2024
- Region
- North America (U.S.)
- Category
- Small Cap Value Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Harbor AlphaEdge Small Cap Earners Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Value
- Assets Under Management
- $11M
Share Price Chart
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Performance
EBIT Performance Chart
Harbor AlphaEdge Small Cap Earners ETF (EBIT) is up 13.9% since the beginning of the year. EBIT is currently trading at $38 per share.
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Returns By Period
Harbor AlphaEdge Small Cap Earners ETF (EBIT) has returned 13.93% so far this year and 29.56% over the past 12 months.
Harbor AlphaEdge Small Cap Earners ETF
- 1D
- 1.64%
- 1M
- 0.55%
- YTD
- 13.93%
- 6M
- 12.68%
- 1Y
- 29.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.41%
- 1M
- 4.48%
- YTD
- 10.79%
- 6M
- 10.60%
- 1Y
- 27.02%
- 3Y*
- 21.07%
- 5Y*
- 12.39%
- 10Y*
- 13.65%
EBIT Monthly Returns History
Based on dividend-adjusted daily data since Jul 10, 2024, EBIT's average daily return is +0.07%, while the average monthly return is +1.28%. At this rate, an investment would double in approximately 4.5 years.
Historically, 54% of months were positive and 46% were negative. The best month was Jul 2024 with a return of +13.0%, while the worst month was Dec 2024 at -8.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.
On a daily basis, EBIT closed higher 49% of trading days. The best single day was Apr 9, 2025 with a return of +8.2%, while the worst single day was Apr 3, 2025 at -6.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.29% | 2.41% | -3.12% | 8.50% | -0.98% | 1.51% | 13.93% | ||||||
| 2025 | 2.30% | -4.75% | -4.41% | -3.98% | 4.86% | 4.27% | 0.16% | 8.52% | -0.30% | -1.96% | 2.85% | -0.02% | 6.85% |
| 2024 | 13.03% | -2.83% | 0.46% | -1.89% | 9.31% | -8.48% | 8.29% |
Benchmark Metrics
Harbor AlphaEdge Small Cap Earners ETF has an annualized alpha of 0.39%, beta of 0.96, and R2 of 0.57 versus S&P 500 Index. Calculated based on daily prices since July 11, 2024.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.43%) than losses (67.41%) - typical of diversified or defensive assets.
- With beta of 0.96 and R2 of 0.57, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.39%
- Beta
- 0.96
- R²
- 0.57
- Upside Capture
- 78.43%
- Downside Capture
- 67.41%
Expense Ratio
EBIT has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EBIT ranks 57 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Harbor AlphaEdge Small Cap Earners ETF (EBIT) and compare them to S&P 500 Index.
| EBIT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.41 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.98 | +0.58 |
| Martin ratioReturn relative to average drawdown | 10.21 | 13.78 | -3.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Harbor AlphaEdge Small Cap Earners ETF provided a 1.75% dividend yield over the last twelve months, with an annual payout of $0.67 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.67 | $0.67 | $0.77 |
Dividend yield | 1.75% | 2.00% | 2.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor AlphaEdge Small Cap Earners ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2024 | $0.77 | $0.77 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Harbor AlphaEdge Small Cap Earners ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Harbor AlphaEdge Small Cap Earners ETF was 26.64%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -26.64%Apr 2025 | 4mo 13d | 8mo 7d | 1y 15dNov 2024 - Dec 2025 |
2024 correction2024 | -10.44%Aug 2024 | 6d | 3mo 1d | 3mo 7dAug 2024 - Nov 2024 |
2026 pullback2026 | -7.85%Mar 2026 | 25d | 25d | 1mo 20dFeb 2026 - Apr 2026 |
2026 pullback2026 | -3.92%May 2026 | 12d | 16d | 28dMay 2026 - Jun 2026 |
2025 pullback2025 | -3.76%Dec 2025 | 19d | 8d | 27dDec 2025 - Jan 2026 |
Drawdown Indicators
| EBIT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.64% | -56.78% | +30.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -9.10% | +0.76% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.33% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -10.72% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 1.97% | +0.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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