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Performance
EFFE Performance Chart
Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) is up 8.3% since the beginning of the year. EFFE is currently trading at $25 per share.
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Returns By Period
Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) has returned 8.32% so far this year and 31.47% over the past 12 months.
Harbor Osmosis Emerging Markets Resource Efficient ETF
- 1D
- 0.48%
- 1M
- 4.39%
- YTD
- 8.32%
- 6M
- 8.61%
- 1Y
- 31.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.26%
- 1M
- 4.84%
- YTD
- 2.86%
- 6M
- 6.22%
- 1Y
- 33.47%
- 3Y*
- 19.26%
- 5Y*
- 10.96%
- 10Y*
- 12.89%
EFFE Monthly Returns History
Based on dividend-adjusted daily data since Dec 19, 2024, EFFE's average daily return is +0.09%, while the average monthly return is +1.72%. At this rate, an investment would double in approximately 3.4 years.
Historically, 76% of months were positive and 24% were negative. The best month was Apr 2026 with a return of +9.5%, while the worst month was Mar 2026 at -11.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.
On a daily basis, EFFE closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +6.4%, while the worst single day was Apr 4, 2025 at -5.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.47% | 6.77% | -11.28% | 9.47% | 8.32% | ||||||||
| 2025 | 1.80% | 1.38% | 1.44% | 0.26% | 3.34% | 5.93% | -0.05% | 2.51% | 2.96% | 1.90% | 0.22% | -1.10% | 22.42% |
| 2024 | -0.84% | -0.84% |
Benchmark Metrics
Harbor Osmosis Emerging Markets Resource Efficient ETF has an annualized alpha of 12.37%, beta of 0.71, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since December 20, 2024.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.96%) than losses (26.96%) — typical of diversified or defensive assets.
- R² of 0.47 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 12.37%
- Beta
- 0.71
- R²
- 0.47
- Upside Capture
- 93.96%
- Downside Capture
- 26.96%
Expense Ratio
EFFE has an expense ratio of 0.69%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EFFE ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) and compare them to a chosen benchmark (S&P 500 Index).
| EFFE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 2.59 | -0.77 |
Sortino ratioReturn per unit of downside risk | 2.45 | 3.60 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.48 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 3.33 | -1.09 |
Martin ratioReturn relative to average drawdown | 8.94 | 15.04 | -6.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EFFE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Harbor Osmosis Emerging Markets Resource Efficient ETF provided a 4.33% dividend yield over the last twelve months, with an annual payout of $1.08 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.08 | $1.08 |
Dividend yield | 4.33% | 4.69% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor Osmosis Emerging Markets Resource Efficient 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 | ||||||||
| 2025 | $1.08 | $1.08 |
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 Osmosis Emerging Markets Resource Efficient 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 Osmosis Emerging Markets Resource Efficient ETF was 13.75%, occurring on Mar 30, 2026. The portfolio has not yet recovered.
The current Harbor Osmosis Emerging Markets Resource Efficient ETF drawdown is 3.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.75% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -13.7% | Mar 20, 2025 | 14 | Apr 8, 2025 | 17 | May 2, 2025 | 31 |
| -5.23% | Nov 12, 2025 | 7 | Nov 20, 2025 | 29 | Jan 5, 2026 | 36 |
| -5.1% | Sep 18, 2025 | 17 | Oct 10, 2025 | 9 | Oct 23, 2025 | 26 |
| -4.5% | Feb 27, 2025 | 3 | Mar 3, 2025 | 10 | Mar 17, 2025 | 13 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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