- Issuer
- Harbor
- Inception Date
- Oct 9, 2024
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $843M
Highlights
- Avg. Volume (1M)
- 20K
- Avg. Volume Value (1M)
- $544.70K
Share Price Chart
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Performance
INFO Performance Chart
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is up 12.7% since the beginning of the year. INFO is currently trading at $28 per share.
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Returns By Period
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) has returned 12.67% so far this year and 25.65% over the past 12 months.
Harbor PanAgora Dynamic Large Cap Core ETF
- 1D
- 0.81%
- 1M
- 2.12%
- 6M
- 10.95%
- YTD
- 12.67%
- 1Y
- 25.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.40%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
INFO Monthly Returns History
Based on dividend-adjusted daily data since Oct 10, 2024, INFO's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2026 with a return of +10.8%, while the worst month was Mar 2025 at -6.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.
On a daily basis, INFO closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +9.9%, while the worst single day was Apr 4, 2025 at -6.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.55% | -1.34% | -4.34% | 10.81% | 4.97% | -0.48% | 1.55% | 12.67% | |||||
| 2025 | 2.98% | -2.07% | -6.17% | 0.17% | 7.33% | 4.98% | 2.14% | 2.55% | 3.79% | 2.65% | 0.14% | 0.34% | 19.75% |
| 2024 | -1.43% | 5.80% | -2.15% | 2.05% |
Benchmark Metrics
Harbor PanAgora Dynamic Large Cap Core ETF has an annualized alpha of 3.28%, beta of 1.02, and R2 of 0.98 versus S&P 500 Index. Calculated based on daily prices since October 10, 2024.
- This ETF captured 108.52% of S&P 500 Index gains but only 85.02% of its losses - a favorable profile for investors.
- This ETF generated an annualized alpha of 3.28% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.02 and R2 of 0.98, 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
- 3.28%
- Beta
- 1.02
- R²
- 0.98
- Upside Capture
- 108.52%
- Downside Capture
- 85.02%
Expense Ratio
INFO has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Rank
INFO ranks 77 for risk / return — above 77% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Harbor PanAgora Dynamic Large Cap Core ETF (INFO) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INFO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 2.00 | +0.64 |
| Martin ratioReturn relative to average drawdown | 11.36 | 8.49 | +2.87 |
Dividends
Dividend History
Harbor PanAgora Dynamic Large Cap Core ETF provided a 0.31% dividend yield over the last twelve months, with an annual payout of $0.09 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.09 | $0.09 | $0.03 |
Dividend yield | 0.31% | 0.35% | 0.16% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor PanAgora Dynamic Large Cap Core ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2024 | $0.03 | $0.03 |
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 Harbor PanAgora Dynamic Large Cap Core 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 Harbor PanAgora Dynamic Large Cap Core ETF was 19.60%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The current Harbor PanAgora Dynamic Large Cap Core ETF drawdown is 0.19%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-19.60%Apr 2025 | 2mo 14d | 2mo 17d | 5mo 1dJan 2025 - Jun 2025 | 2025 selloff2025 |
-8.98%Mar 2026 | 2mo | 16d | 2mo 16dJan 2026 - Apr 2026 | — |
-4.96%Nov 2025 | 21d | 20d | 1mo 11dOct 2025 - Dec 2025 | — |
-4.62%Jun 2026 | 7d | 1mo | 1mo 7dJun 2026 - Jul 2026 | — |
-3.86%Jan 2025 | 1mo 2d | 12d | 1mo 14dDec 2024 - Jan 2025 | — |
Drawdown Indicators
| INFO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.60% | -56.78% | +37.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -9.10% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.19% | -1.58% | +1.39% |
Average DrawdownAverage peak-to-trough decline | -2.26% | -10.70% | +8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 2.14% | -0.05% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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