Harvest Energy Leaders Income ETF Class A CAD Hedged (HPF.TO)

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Harvest Energy Leaders Income ETF Class A CAD Hedged (HPF.TO) is up 28.7% since the beginning of the year. HPF.TO is currently trading at CA$4 per share. Investors who bought CA$1,000 worth of HPF.TO shares 5 years ago would now be looking at an investment worth CA$2,162.

Harvest Energy Leaders Income ETF Class A CAD Hedged (HPF.TO) has returned 28.72% so far this year and 37.02% over the past 12 months. Over the last ten years, HPF.TO has returned 5.03% per year, falling short of the S&P 500 Index benchmark, which averaged 14.32% annually.

Based on dividend-adjusted daily data since Oct 21, 2014, HPF.TO's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +25.2%, while the worst month was Mar 2020 at -37.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, HPF.TO closed higher 46% of trading days. The best single day was Mar 24, 2020 with a return of +13.0%, while the worst single day was Mar 9, 2020 at -22.0%.

Harvest Energy Leaders Income ETF Class A CAD Hedged has an annualized alpha of -4.83%, beta of 0.66, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since October 21, 2014.

• This ETF participated in 66.66% of S&P 500 Index downside but only 29.36% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.66 may look defensive, but with R2 of 0.18 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 0.18 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.

HPF.TO ranks 69 for risk / return — better than 69% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Harvest Energy Leaders Income ETF Class A CAD Hedged provided a 8.04% dividend yield over the last twelve months, with an annual payout of CA$0.30 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Harvest Energy Leaders Income ETF Class A CAD Hedged. 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 Energy Leaders Income ETF Class A CAD Hedged. 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 Energy Leaders Income ETF Class A CAD Hedged was 72.97%, occurring on Mar 18, 2020. Recovery took 1476 trading sessions.

The current Harvest Energy Leaders Income ETF Class A CAD Hedged drawdown is 5.69%.

The chart below shows the rolling one-month volatility.