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Harvest High Income Equity Shares ETF Class A Unit...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
41757M100
Issuer
Harvest
Inception Date
Aug 15, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

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 High Income Equity Shares ETF Class A Units, 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

HHIH.TO 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 High Income Equity Shares ETF Class A Units

1D
2.19%
1M
-2.15%
YTD
-10.68%
6M
-11.10%
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 Aug 19, 2025, HHIH.TO's average daily return is -0.03%, while the average monthly return is -0.58%.

Historically, 25% of months were positive and 75% were negative. The best month was Oct 2025 with a return of +7.8%, while the worst month was Feb 2026 at -5.3%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HHIH.TO closed higher 53% of trading days. The best single day was Nov 24, 2025 with a return of +4.0%, while the worst single day was Oct 10, 2025 at -3.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.62%-5.29%-2.15%-10.68%
2025-0.69%7.15%7.77%-3.84%-3.96%5.92%

Benchmark Metrics

Harvest High Income Equity Shares ETF Class A Units has an annualized alpha of -11.58%, beta of 1.38, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since August 20, 2025.

  • This ETF participated in 256.77% of S&P 500 Index downside but only 173.19% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -11.58% versus S&P 500 Index — delivering less than market exposure alone would predict.

Alpha
-11.58%
Beta
1.38
0.69
Upside Capture
173.19%
Downside Capture
256.77%

Expense Ratio

HHIH.TO has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Harvest High Income Equity Shares ETF Class A Units (HHIH.TO) 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 High Income Equity Shares ETF Class A Units provided a 11.08% dividend yield over the last twelve months, with an annual payout of CA$1.11 per share.


6.37%CA$0.00CA$0.20CA$0.40CA$0.60CA$0.802025
Dividends
Dividend Yield
PeriodTTM2025
DividendCA$1.11CA$0.74

Dividend yield

11.08%6.37%

Monthly Dividends

The table displays the monthly dividend distributions for Harvest High Income Equity Shares ETF Class A Units. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.19CA$0.19CA$0.00CA$0.37
2025CA$0.19CA$0.19CA$0.19CA$0.19CA$0.74

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 High Income Equity Shares ETF Class A Units. 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 High Income Equity Shares ETF Class A Units was 19.68%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Harvest High Income Equity Shares ETF Class A Units drawdown is 17.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.68%Nov 4, 2025101Mar 30, 2026
-3.88%Oct 10, 20251Oct 10, 202510Oct 27, 202511
-1.87%Aug 27, 20253Aug 29, 20253Sep 4, 20256
-1.45%Oct 30, 20251Oct 30, 20251Oct 31, 20252
-1.37%Sep 23, 20253Sep 25, 20254Oct 1, 20257

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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