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Harvest Tech Achievers Growth & Income ETF (HTA.TO...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
Harvest
Inception Date
Mar 10, 2020
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

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 Tech Achievers Growth & 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

HTA.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 Tech Achievers Growth & Income ETF (HTA.TO) has returned -9.41% so far this year and 13.11% over the past 12 months. Looking at the last ten years, HTA.TO has achieved an annualized return of 16.94%, outperforming the S&P 500 Index benchmark, which averaged 12.91% per year.


Harvest Tech Achievers Growth & Income ETF

1D
2.84%
1M
-4.73%
YTD
-9.41%
6M
-7.99%
1Y
13.11%
3Y*
16.97%
5Y*
11.31%
10Y*
16.94%

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 Dec 16, 2014, HTA.TO's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, your investment would double in approximately 4.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Oct 2015 with a return of +14.2%, while the worst month was Sep 2022 at -12.8%. The longest winning streak lasted 17 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HTA.TO closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +12.8%, while the worst single day was Mar 16, 2020 at -11.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.30%-5.19%-4.73%-9.41%
20251.77%-4.08%-7.76%-1.04%7.78%8.68%0.91%0.59%4.48%3.75%-4.13%2.12%12.42%
20244.44%5.36%2.59%-5.20%3.28%9.43%-3.50%1.21%2.94%-0.66%4.60%-2.25%23.53%
20239.56%-0.15%9.85%-0.34%9.18%3.74%4.09%-1.65%-4.75%-1.08%11.88%4.43%52.86%
2022-9.11%-4.74%2.09%-12.15%0.55%-9.19%10.43%-7.18%-12.80%7.14%7.33%-6.99%-32.21%
2021-0.16%3.31%3.79%3.95%1.65%5.79%4.51%4.75%-5.36%7.49%4.90%1.99%42.59%

Benchmark Metrics

Harvest Tech Achievers Growth & Income ETF has an annualized alpha of 2.68%, beta of 1.12, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since May 28, 2015.

  • This ETF captured 123.45% of S&P 500 Index gains and 111.33% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 2.68% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • With beta of 1.12 and R² of 0.60, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.68%
Beta
1.12
0.60
Upside Capture
123.45%
Downside Capture
111.33%

Expense Ratio

HTA.TO has a high expense ratio of 0.99%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

HTA.TO ranks 31 for risk / return — below 31% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


HTA.TO Risk / Return Rank: 3131
Overall Rank
HTA.TO Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
HTA.TO Sortino Ratio Rank: 3131
Sortino Ratio Rank
HTA.TO Omega Ratio Rank: 3131
Omega Ratio Rank
HTA.TO Calmar Ratio Rank: 3434
Calmar Ratio Rank
HTA.TO Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


HTA.TOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.69

-0.14

Sortino ratio

Return per unit of downside risk

0.96

1.06

-0.10

Omega ratio

Gain probability vs. loss probability

1.13

1.17

-0.03

Calmar ratio

Return relative to maximum drawdown

0.89

1.14

-0.26

Martin ratio

Return relative to average drawdown

2.86

4.22

-1.36

Explore HTA.TO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Harvest Tech Achievers Growth & Income ETF provided a 9.29% dividend yield over the last twelve months, with an annual payout of CA$1.58 per share. The fund has been increasing its distributions for 10 consecutive years.


4.00%5.00%6.00%7.00%8.00%9.00%10.00%CA$0.00CA$0.50CA$1.00CA$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
DividendCA$1.58CA$1.68CA$1.51CA$1.28CA$1.17CA$0.80CA$0.77CA$0.70CA$0.70CA$0.70CA$0.70CA$0.41

Dividend yield

9.29%8.80%8.11%7.81%9.99%4.27%5.52%6.12%7.58%7.03%8.74%5.29%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.16CA$0.16CA$0.00CA$0.32
2025CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$0.14CA$1.68
2024CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.12CA$0.13CA$0.13CA$0.13CA$0.13CA$0.13CA$0.14CA$1.51
2023CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.12CA$0.12CA$0.12CA$0.12CA$1.28
2022CA$0.07CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$0.10CA$1.17
2021CA$0.06CA$0.06CA$0.06CA$0.07CA$0.07CA$0.07CA$0.07CA$0.07CA$0.07CA$0.07CA$0.07CA$0.07CA$0.80

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 Tech Achievers Growth & 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 Tech Achievers Growth & Income ETF was 38.77%, occurring on Oct 11, 2022. Recovery took 294 trading sessions.

The current Harvest Tech Achievers Growth & Income ETF drawdown is 12.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.77%Dec 30, 2021196Oct 11, 2022294Dec 11, 2023490
-31.41%Feb 20, 202018Mar 16, 202081Jul 10, 202099
-31.3%Jun 24, 2015157Feb 8, 2016276Mar 15, 2017433
-25.02%Dec 5, 202485Apr 8, 202559Jul 3, 2025144
-19.04%Oct 4, 201857Dec 24, 201866Apr 1, 2019123

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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