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Harvest Equal Weight Global Utilities Enhanced Inc...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
CA41754D1033
CUSIP
41754D103
Issuer
Harvest
Inception Date
Oct 25, 2022
Leveraged
1.25x
Index Tracked
No Index (Active)
Domicile
Canada
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

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 Equal Weight Global Utilities Enhanced 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

HUTE.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 Equal Weight Global Utilities Enhanced Income ETF (HUTE.TO) has returned 12.55% so far this year and 21.46% over the past 12 months.


Harvest Equal Weight Global Utilities Enhanced Income ETF

1D
-1.14%
1M
-2.25%
YTD
12.55%
6M
13.89%
1Y
21.46%
3Y*
14.98%
5Y*
10Y*

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 Oct 24, 2022, HUTE.TO's average daily return is +0.07%, while the average monthly return is +1.33%. At this rate, your investment would double in approximately 4.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Feb 2026 with a return of +9.9%, while the worst month was May 2023 at -7.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HUTE.TO closed higher 49% of trading days. The best single day was Nov 2, 2023 with a return of +3.4%, while the worst single day was Apr 4, 2025 at -6.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.79%9.89%-2.25%12.55%
20251.16%6.09%2.78%0.26%2.01%-0.11%2.00%1.80%0.53%1.70%1.24%-1.71%19.04%
2024-0.38%-1.43%4.21%0.48%4.51%-2.09%6.41%3.89%2.79%0.55%5.23%-6.59%18.15%
20232.80%-1.36%2.81%4.53%-7.60%0.45%-0.64%-2.75%-3.99%-0.14%6.78%0.04%0.09%
20224.40%3.49%-0.88%7.10%

Benchmark Metrics

Harvest Equal Weight Global Utilities Enhanced Income ETF has an annualized alpha of 10.96%, beta of 0.13, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since October 25, 2022.

  • This ETF captured 40.16% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -2.78%) — a profile typical of hedging or uncorrelated assets.
  • Beta of 0.13 may look defensive, but with R² of 0.02 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 0.02 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.

Alpha
10.96%
Beta
0.13
0.02
Upside Capture
40.16%
Downside Capture
-2.78%

Expense Ratio

HUTE.TO has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HUTE.TO ranks 80 for risk / return — better than 80% 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.


HUTE.TO Risk / Return Rank: 8080
Overall Rank
HUTE.TO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
HUTE.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
HUTE.TO Omega Ratio Rank: 8080
Omega Ratio Rank
HUTE.TO Calmar Ratio Rank: 8181
Calmar Ratio Rank
HUTE.TO Martin Ratio Rank: 8282
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 Equal Weight Global Utilities Enhanced Income ETF (HUTE.TO) and compare them to a chosen benchmark (S&P 500 Index).


HUTE.TOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.55

0.69

+0.86

Sortino ratio

Return per unit of downside risk

2.04

1.06

+0.98

Omega ratio

Gain probability vs. loss probability

1.32

1.17

+0.15

Calmar ratio

Return relative to maximum drawdown

2.37

1.14

+1.23

Martin ratio

Return relative to average drawdown

9.38

4.22

+5.17

Explore HUTE.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 Equal Weight Global Utilities Enhanced Income ETF provided a 8.09% dividend yield over the last twelve months, with an annual payout of CA$0.98 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%4.00%6.00%8.00%10.00%CA$0.00CA$0.20CA$0.40CA$0.60CA$0.80CA$1.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
DividendCA$0.98CA$1.06CA$1.04CA$1.02CA$0.17

Dividend yield

8.09%9.64%10.24%10.70%1.61%

Monthly Dividends

The table displays the monthly dividend distributions for Harvest Equal Weight Global Utilities Enhanced Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.10CA$0.10CA$0.00CA$0.19
2025CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$1.06
2024CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$1.04
2023CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$0.09CA$1.02
2022CA$0.09CA$0.09CA$0.17

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 Equal Weight Global Utilities Enhanced 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 Equal Weight Global Utilities Enhanced Income ETF was 18.36%, occurring on Oct 4, 2023. Recovery took 155 trading sessions.

The current Harvest Equal Weight Global Utilities Enhanced Income ETF drawdown is 2.57%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.36%May 3, 2023107Oct 4, 2023155May 16, 2024262
-9.03%Apr 2, 20255Apr 8, 202520May 7, 202525
-8.22%Dec 2, 202414Dec 19, 202447Feb 28, 202561
-5.39%Dec 8, 20228Dec 19, 202214Jan 11, 202322
-4.71%May 22, 202419Jun 17, 202425Jul 23, 202444

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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