- Issuer
- Harbor
- Inception Date
- Dec 4, 2023
- Category
- Long-Short
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $17M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
LSEQ Performance Chart
Harbor Long-Short Equity ETF (LSEQ) is up 30.6% since the beginning of the year. LSEQ is currently trading at $36 per share.
Loading charts...
Returns By Period
Harbor Long-Short Equity ETF (LSEQ) has returned 30.59% so far this year and 33.14% over the past 12 months.
Harbor Long-Short Equity ETF
- 1D
- 1.94%
- 1M
- 6.43%
- YTD
- 30.59%
- 6M
- 29.19%
- 1Y
- 33.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LSEQ Monthly Returns History
Based on dividend-adjusted daily data since Dec 4, 2023, LSEQ's average daily return is +0.07%, while the average monthly return is +1.43%. At this rate, an investment would double in approximately 4.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Feb 2026 with a return of +13.1%, while the worst month was Dec 2024 at -7.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.
On a daily basis, LSEQ closed higher 55% of trading days. The best single day was May 15, 2025 with a return of +3.9%, while the worst single day was Jan 30, 2026 at -4.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.45% | 13.06% | -2.60% | 3.29% | -0.44% | 5.36% | 30.59% | ||||||
| 2025 | 5.67% | -0.19% | 1.09% | 0.08% | 0.27% | -2.89% | -1.33% | -1.41% | 3.00% | 1.92% | 0.22% | -2.06% | 4.13% |
| 2024 | 3.92% | 6.11% | 0.68% | -2.97% | 4.82% | 3.14% | -4.39% | 2.29% | -0.58% | 3.27% | 4.08% | -7.32% | 12.80% |
| 2023 | -1.20% | -1.20% |
Benchmark Metrics
Harbor Long-Short Equity ETF has an annualized alpha of 12.85%, beta of 0.26, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since December 04, 2023.
- This ETF captured 43.72% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -32.26%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.26 may look defensive, but with R2 of 0.08 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 0.08 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
- 12.85%
- Beta
- 0.26
- R²
- 0.08
- Upside Capture
- 43.72%
- Downside Capture
- -32.26%
Expense Ratio
LSEQ has a high expense ratio of 1.70%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LSEQ ranks 73 for risk / return — better than 73% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Harbor Long-Short Equity ETF (LSEQ) 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.
| LSEQ | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.50 | 2.78 | +1.71 |
| Martin ratioReturn relative to average drawdown | 14.14 | 12.44 | +1.70 |
Dividends
Dividend History
Harbor Long-Short Equity ETF provided a 1.69% dividend yield over the last twelve months, with an annual payout of $0.61 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.61 | $0.61 |
Dividend yield | 1.69% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor Long-Short Equity 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 | ||||||
| 2025 | $0.61 | $0.61 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Harbor Long-Short Equity 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 Long-Short Equity ETF was 8.35%, occurring on Dec 31, 2024. Recovery took 257 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 pullback2024 | -8.35%Dec 2024 | 22d | 1y 12d | 1y 1moDec 2024 - Jan 2026 |
2024 pullback2024 | -8.27%Aug 2024 | 1mo 16d | 3mo 5d | 4mo 21dJun 2024 - Nov 2024 |
2024 pullback2024 | -7.63%Apr 2024 | 24d | 1mo 5d | 1mo 29dMar 2024 - May 2024 |
2026 pullback2026 | -7.40%Mar 2026 | 11d | 27d | 1mo 8dMar 2026 - Apr 2026 |
2026 pullback2026 | -5.28%May 2026 | 8d | 21d | 29dMay 2026 - Jun 2026 |
Drawdown Indicators
| LSEQ | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.35% | -56.78% | +48.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -9.10% | +1.70% |
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 | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -10.71% | +7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.03% | +0.32% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with LSEQ
Add Harbor Long-Short Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with LSEQ