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Issuer
Harvest
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

TRVI.TO Performance Chart

Harvest Travel & Leisure Income ETF Class A Units (TRVI.TO) is up 0.6% since the beginning of the year. TRVI.TO is currently trading at CA$20 per share.


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S&P 500 Index

Returns By Period

Harvest Travel & Leisure Income ETF Class A Units (TRVI.TO) has returned 0.60% so far this year and 5.13% over the past 12 months.


Harvest Travel & Leisure Income ETF Class A Units

1D
-0.40%
1M
-2.44%
6M
2.94%
YTD
0.60%
1Y
5.13%
3Y*
9.09%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.31%
1M
0.87%
6M
10.62%
YTD
13.50%
1Y
24.35%
3Y*
21.67%
5Y*
14.33%
10Y*
14.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRVI.TO Monthly Returns History

Based on dividend-adjusted daily data since Apr 12, 2023, TRVI.TO's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Jun 2023 with a return of +11.4%, while the worst month was Mar 2025 at -13.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TRVI.TO closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +14.0%, while the worst single day was Apr 3, 2025 at -7.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.04%4.00%-8.75%4.08%3.74%4.82%-3.40%0.60%
20251.87%-2.22%-13.20%-2.28%8.28%5.32%2.94%4.54%-4.85%-2.25%4.94%5.24%6.52%
2024-0.11%3.45%3.02%-5.38%0.32%3.31%-2.94%0.11%6.62%6.04%8.03%-2.57%20.72%
20232.84%-2.51%11.35%4.41%-6.37%-4.92%-8.23%10.20%8.84%14.22%

Benchmark Metrics

Harvest Travel & Leisure Income ETF Class A Units has an annualized alpha of -5.89%, beta of 0.90, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since April 12, 2023.

  • This ETF participated in 158.29% of S&P 500 Index downside but only 90.61% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.39 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-5.89%
Beta
0.90
0.39
Upside Capture
90.61%
Downside Capture
158.29%

Return for Risk

Risk / Return Rank

TRVI.TO ranks 14 for risk / return — in the bottom 14% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


TRVI.TO Risk / Return Rank: 1414
Overall Rank
TRVI.TO Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
TRVI.TO Sortino Ratio Rank: 1313
Sortino Ratio Rank
TRVI.TO Omega Ratio Rank: 1313
Omega Ratio Rank
TRVI.TO Calmar Ratio Rank: 1515
Calmar Ratio Rank
TRVI.TO Martin Ratio Rank: 1515
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 Travel & Leisure Income ETF Class A Units (TRVI.TO) 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.


TRVI.TOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.66

Sortino ratioReturn per unit of downside risk

-2.13

Omega ratioGain probability vs. loss probability

1.06

1.33

-0.27

Calmar ratioReturn relative to maximum drawdown

0.41

2.67

-2.25

Martin ratioReturn relative to average drawdown

1.01

9.87

-8.86

Dividends

Dividend History

Harvest Travel & Leisure Income ETF Class A Units provided a 10.11% dividend yield over the last twelve months, with an annual payout of CA$2.04 per share. The fund has been increasing its distributions for 2 consecutive years.


6.50%7.00%7.50%8.00%8.50%9.00%CA$0.00CA$0.50CA$1.00CA$1.50CA$2.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
DividendCA$2.04CA$1.92CA$1.92CA$1.28

Dividend yield

10.11%9.07%8.79%6.43%

Monthly Dividends

The table displays the monthly dividend distributions for Harvest Travel & Leisure Income ETF Class A Units. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.18CA$0.00CA$1.08
2025CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$1.92
2024CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$1.92
2023CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$0.16CA$1.28

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 Travel & Leisure Income ETF Class A Units. 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 Travel & Leisure Income ETF Class A Units was 28.51%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.

The current Harvest Travel & Leisure Income ETF Class A Units drawdown is 4.54%.


Drawdown

Fall

Recovery

Underwater

Related event

-28.51%Apr 2025
4mo 3d8mo 11d
1y 9dDec 2024 - Dec 2025
2025 selloff2025
-19.56%Oct 2023
2mo 27d3mo 14d
6mo 11dAug 2023 - Feb 2024
-13.74%Aug 2024
21d1mo 18d
2mo 9dJul 2024 - Sep 2024
-12.51%Mar 2026
2mo 14d2mo 20d
5mo 4dJan 2026 - Jun 2026
-6.65%May 2024
1mo 28d1mo 18d
3mo 16dApr 2024 - Jul 2024

Drawdown Indicators


TRVI.TOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-28.51%

-48.87%

+20.36%

Max Drawdown (1Y)

Largest decline over 1 year

-12.51%

-9.17%

-3.34%

Max Drawdown (3Y)

Largest decline over 3 years

-28.51%

-19.59%

-8.92%

Max Drawdown (5Y)

Largest decline over 5 years

-23.14%

Max Drawdown (10Y)

Largest decline over 10 years

-27.97%

Current Drawdown

Current decline from peak

-4.54%

-0.82%

-3.72%

Average Drawdown

Average peak-to-trough decline

-5.34%

-9.63%

+4.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.07%

2.47%

+2.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with TRVI.TO

Add Harvest Travel & Leisure Income ETF Class A Units to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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