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Harvest Bitcoin Enhanced Income ETF (HBIX.NEO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
417917101
Issuer
Harvest
Inception Date
Apr 28, 2025
Leveraged
1.25x
Index Tracked
No Index (Active)
Domicile
Canada
Distribution Policy
Distributing
Asset Class
Cryptocurrency

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Harvest Bitcoin Enhanced Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

HBIX.NEO is traded in CAD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to CAD using the latest available exchange rates.

Returns By Period


Harvest Bitcoin Enhanced Income ETF

1D
3.10%
1M
7.99%
YTD
-24.18%
6M
-44.75%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.80%
1M
-3.22%
YTD
-3.34%
6M
-2.48%
1Y
12.46%
3Y*
17.80%
5Y*
12.48%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 30, 2025, HBIX.NEO's average daily return is -0.10%, while the average monthly return is -2.35%.

Historically, 45% of months were positive and 55% were negative. The best month was May 2025 with a return of +13.0%, while the worst month was Feb 2026 at -25.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HBIX.NEO closed higher 47% of trading days. The best single day was Feb 6, 2026 with a return of +15.2%, while the worst single day was Feb 5, 2026 at -16.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-5.23%-25.91%7.99%-24.18%
202512.99%1.96%11.21%-8.17%8.68%-3.53%-18.09%-7.78%-6.82%

Benchmark Metrics

Harvest Bitcoin Enhanced Income ETF has an annualized alpha of -43.97%, beta of 1.68, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since May 01, 2025.

  • This ETF participated in 554.83% of S&P 500 Index downside but only 107.02% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.16 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-43.97%
Beta
1.68
0.16
Upside Capture
107.02%
Downside Capture
554.83%

Expense Ratio

HBIX.NEO has an expense ratio of 0.65%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Harvest Bitcoin Enhanced Income ETF (HBIX.NEO) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Harvest Bitcoin Enhanced Income ETF provided a 37.89% dividend yield over the last twelve months, with an annual payout of CA$2.52 per share.


20.21%CA$0.00CA$0.50CA$1.00CA$1.50CA$2.002025
Dividends
Dividend Yield
PeriodTTM2025
DividendCA$2.52CA$1.92

Dividend yield

37.89%20.21%

Monthly Dividends

The table displays the monthly dividend distributions for Harvest Bitcoin Enhanced Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.24CA$0.18CA$0.18CA$0.60
2025CA$0.24CA$0.24CA$0.24CA$0.24CA$0.24CA$0.24CA$0.24CA$0.24CA$1.92

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 Harvest Bitcoin Enhanced Income 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 Harvest Bitcoin Enhanced Income ETF was 55.90%, occurring on Feb 5, 2026. The portfolio has not yet recovered.

The current Harvest Bitcoin Enhanced Income ETF drawdown is 49.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.9%Oct 7, 202584Feb 5, 2026
-12.24%Aug 14, 202512Aug 29, 202523Oct 2, 202535
-11.21%May 27, 20258Jun 5, 202525Jul 11, 202533
-5.19%Jul 18, 202511Aug 1, 20256Aug 12, 202517
-3.79%May 2, 20252May 5, 20252May 7, 20254

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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