Harbor Health Care ETF (MEDI)
MEDI is an actively managed ETF by Harbor. MEDI launched on Nov 16, 2022 and has a 0.80% expense ratio.
ETF Info
US41151J8696
Nov 16, 2022
Global (Broad)
1x
No Index (Active)
Mid-Cap
Growth
Expense Ratio
MEDI has an expense ratio of 0.80%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Harbor Health Care ETF (MEDI) returned 1.11% year-to-date (YTD) and -0.41% over the past 12 months.
MEDI
1.11%
0.43%
0.32%
-0.41%
N/A
N/A
N/A
^GSPC (Benchmark)
1.00%
12.45%
0.40%
11.91%
15.05%
15.04%
10.82%
Monthly Returns
The table below presents the monthly returns of MEDI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.66% | 0.54% | -5.51% | 3.22% | -4.22% | 1.11% | |||||||
| 2024 | -0.70% | 8.03% | 2.04% | -6.99% | -0.65% | 1.72% | 5.55% | 2.33% | 1.61% | -5.51% | 1.57% | -7.18% | 0.58% |
| 2023 | 2.16% | -1.86% | 1.31% | 2.16% | 1.05% | 6.00% | -0.48% | -0.27% | -1.15% | -3.67% | 8.18% | 9.88% | 24.87% |
| 2022 | 5.45% | -2.70% | 2.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MEDI is 14, meaning it’s performing worse than 86% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Harbor Health Care ETF (MEDI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Harbor Health Care ETF provided a 0.54% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.14 | $0.14 | $0.46 |
Dividend yield | 0.54% | 0.54% | 1.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor Health Care 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2023 | $0.46 | $0.46 |
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 Health Care 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 Health Care ETF was 19.24%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Harbor Health Care ETF drawdown is 11.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.24% | Sep 20, 2024 | 137 | Apr 8, 2025 | — | — | — |
| -9.16% | Feb 28, 2024 | 63 | May 28, 2024 | 40 | Jul 25, 2024 | 103 |
| -7.45% | Sep 18, 2023 | 30 | Oct 27, 2023 | 23 | Nov 30, 2023 | 53 |
| -6.7% | Dec 5, 2022 | 24 | Jan 9, 2023 | 65 | Apr 13, 2023 | 89 |
| -5.58% | Jul 26, 2024 | 7 | Aug 5, 2024 | 12 | Aug 21, 2024 | 19 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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