Harbor Human Capital Factor US Small Cap ETF (HAPS)
HAPS is a passive ETF by Harbor tracking the investment results of the Human Capital Factor Small Cap Index - Benchmark TR Gross. HAPS launched on Apr 12, 2023 and has a 0.60% expense ratio.
ETF Info
| ISIN | US41151J8514 |
|---|---|
| Issuer | Harbor |
| Inception Date | Apr 12, 2023 |
| Region | North America (U.S.) |
| Category | Small Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Human Capital Factor Small Cap Index - Benchmark TR Gross |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
HAPS features an expense ratio of 0.60%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: HAPS vs. IWM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Harbor Human Capital Factor US Small Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Harbor Human Capital Factor US Small Cap ETF had a return of 1.34% year-to-date (YTD) and 12.19% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.34% | 17.95% |
| 1 month | 5.03% | 3.13% |
| 6 months | 4.74% | 9.95% |
| 1 year | 12.19% | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of HAPS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.19% | 4.02% | 1.08% | -6.46% | 4.45% | -2.41% | 10.28% | -1.54% | 1.34% | ||||
| 2023 | -1.95% | -2.03% | 7.73% | 5.69% | -5.99% | -6.00% | -7.13% | 11.92% | 11.94% | 12.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HAPS is 26, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Harbor Human Capital Factor US Small Cap ETF (HAPS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Harbor Human Capital Factor US Small Cap ETF granted a 0.41% dividend yield in the last twelve months. The annual payout for that period amounted to $0.12 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.12 | $0.12 |
Dividend yield | 0.41% | 0.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor Human Capital Factor US Small Cap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.12 | $0.12 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Harbor Human Capital Factor US Small Cap 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 Human Capital Factor US Small Cap ETF was 19.39%, occurring on Oct 27, 2023. Recovery took 33 trading sessions.
The current Harbor Human Capital Factor US Small Cap ETF drawdown is 3.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.39% | Aug 1, 2023 | 63 | Oct 27, 2023 | 33 | Dec 14, 2023 | 96 |
| -9.86% | Aug 1, 2024 | 3 | Aug 5, 2024 | — | — | — |
| -9.57% | Dec 28, 2023 | 77 | Apr 18, 2024 | 60 | Jul 16, 2024 | 137 |
| -5.94% | Apr 18, 2023 | 13 | May 4, 2023 | 20 | Jun 2, 2023 | 33 |
| -5.19% | Jun 14, 2023 | 7 | Jun 23, 2023 | 11 | Jul 11, 2023 | 18 |
Volatility
Volatility Chart
The current Harbor Human Capital Factor US Small Cap ETF volatility is 6.60%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.