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Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) Sharpe Ratio: 2.57

ETF · Currency in CAD · Last updated Jun 4, 2026

This ETF seeks to enhance income and growth by employing modest leverage to invest in the Harvest Tech Achievers Growth & Income ETF, targeting large-cap tech companies to provide improved monthly cashflow.

HTAE.TO's Sharpe Ratio of 2.57 indicates that for each unit of volatility, it generates 2.57 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

HTAE.TO Sharpe Ratio Rank

HTAE.TO Sharpe Ratio Rank: 78.378
Above Average

HTAE.TO ranks above 78.3% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

HTAE.TO Sharpe Ratio Market Positioning

The chart shows HTAE.TO's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.85 or lower
  • Yellow zone (middle 50%): 0.85 to 2.41
  • Green zone (top 25%): 2.41 or higher
  • Top 1%: 7.75+
  • Median: 1.69 — half of all investments score higher

How it compares to other similar ETFs

The table compares Harvest Tech Achievers Enhanced Income ETF - Class A Units's Sharpe Ratio with other ETFs in the Technology Equities category across multiple time periods, showing how HTAE.TO's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
XCHP.TOiShares Semiconductor Index ETF5.86
CHPS.TOGlobal X Artificial Intelligence Semiconductor Index ETF4.30
CHPS-U.TOGlobal X Artificial Intelligence Semiconductor Index ETF3.92
YGOG.NEOAlphabet (GOOGL) Yield Shares Purpose ETF3.77
BGIN.NEOBMO Global Innovators Fund Active ETF Series3.44
FINN.NEOFidelity Global Innovators ETF3.36
AIGO.TOGlobal X Artificial Intelligence & Technology Index ETF3.30
TXF.TOCI Tech Giants Covered Call Common3.24
INAI.TOInvesco Morningstar Global Next Gen AI Index ETF3.13
QQQT.TOEvolve NASDAQ Technology Index Fund CAD Hedged3.12
HTAE.TOHarvest Tech Achievers Enhanced Income ETF - Class A Units2.57

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows HTAE.TO's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when HTAE.TO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does HTAE.TO fit in your portfolio?

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