Harvest Healthcare Leaders Income ETF (HHL.TO)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of CA$10,000 in Harvest Healthcare Leaders 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.

Harvest Healthcare Leaders Income ETF (HHL.TO) has returned -7.66% so far this year and -3.16% over the past 12 months. Over the last ten years, HHL.TO has returned 7.30% per year, falling short of the S&P 500 Index benchmark, which averaged 12.91% annually.

Based on dividend-adjusted daily data since Dec 18, 2014, HHL.TO's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, your investment would double in approximately 10.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +12.3%, while the worst month was Sep 2015 at -10.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HHL.TO closed higher 49% of trading days. The best single day was Mar 13, 2020 with a return of +6.6%, while the worst single day was Mar 16, 2020 at -10.8%.

Harvest Healthcare Leaders Income ETF has an annualized alpha of -1.91%, beta of 0.65, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since December 19, 2014.

• This ETF participated in 66.31% of S&P 500 Index downside but only 48.43% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.65 may look defensive, but with R² of 0.40 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.40 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

HHL.TO has an expense ratio of 0.85%, placing it in the medium range.

HHL.TO ranks 8 for risk / return — in the bottom 8% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Harvest Healthcare Leaders Income ETF (HHL.TO) and compare them to a chosen benchmark (S&P 500 Index).

Harvest Healthcare Leaders Income ETF provided a 10.30% dividend yield over the last twelve months, with an annual payout of CA$0.72 per share. The fund has been increasing its distributions for 10 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Harvest Healthcare Leaders 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 Healthcare Leaders Income ETF was 26.70%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current Harvest Healthcare Leaders Income ETF drawdown is 10.68%.

The chart below shows the rolling one-month volatility.