Harvest US Bank Leaders Income ETF (HUBL.TO)

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Harvest US Bank Leaders Income ETF (HUBL.TO) is up 13.0% since the beginning of the year. HUBL.TO is currently trading at CA$16 per share. Investors who bought CA$1,000 worth of HUBL.TO shares 5 years ago would now be looking at an investment worth CA$1,443.

Harvest US Bank Leaders Income ETF (HUBL.TO) has returned 12.99% so far this year and 27.08% over the past 12 months.

Based on dividend-adjusted daily data since Feb 5, 2018, HUBL.TO's average daily return is +0.04%, while the average monthly return is +0.67%. At this rate, an investment would double in approximately 8.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +17.3%, while the worst month was Mar 2020 at -28.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HUBL.TO closed higher 47% of trading days. The best single day was Mar 13, 2020 with a return of +13.6%, while the worst single day was Mar 16, 2020 at -14.7%.

Harvest US Bank Leaders Income ETF has an annualized alpha of -4.09%, beta of 0.86, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since February 05, 2018.

• This ETF participated in 114.97% of S&P 500 Index downside but only 76.72% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.36 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

HUBL.TO ranks 43 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Harvest US Bank Leaders Income ETF provided a 7.68% dividend yield over the last twelve months, with an annual payout of CA$1.20 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Harvest US Bank 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 US Bank 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 US Bank Leaders Income ETF was 51.30%, occurring on Mar 23, 2020. Recovery took 232 trading sessions.

The chart below shows the rolling one-month volatility.