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Harbor Long-Term Growers ETF (WINN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US41151J4067

Issuer

Harbor

Inception Date

Feb 2, 2022

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

WINN features an expense ratio of 0.57%, falling within the medium range.


Expense ratio chart for WINN: current value at 0.57% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.57%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WINN vs. VOO WINN vs. FMAG WINN vs. SPYD WINN vs. DYNF WINN vs. SPLG WINN vs. VGT WINN vs. QGRW
Popular comparisons:
WINN vs. VOO WINN vs. FMAG WINN vs. SPYD WINN vs. DYNF WINN vs. SPLG WINN vs. VGT WINN vs. QGRW

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Harbor Long-Term Growers ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
11.88%
8.57%
WINN (Harbor Long-Term Growers ETF)
Benchmark (^GSPC)

Returns By Period

Harbor Long-Term Growers ETF had a return of 3.90% year-to-date (YTD) and 26.04% in the last 12 months.


WINN

YTD

3.90%

1M

1.87%

6M

13.35%

1Y

26.04%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of WINN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.90%3.90%
20244.16%8.41%0.56%-4.78%6.05%6.71%-3.20%2.82%1.75%0.00%6.05%0.18%31.64%
202310.63%-0.40%7.83%1.17%6.27%6.98%3.13%-1.15%-5.61%-1.29%12.55%4.35%52.44%
2022-1.05%4.17%-14.62%-5.44%-8.28%13.75%-4.89%-9.20%4.16%3.49%-9.25%-26.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WINN is 52, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WINN is 5252
Overall Rank
The Sharpe Ratio Rank of WINN is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of WINN is 4848
Sortino Ratio Rank
The Omega Ratio Rank of WINN is 5050
Omega Ratio Rank
The Calmar Ratio Rank of WINN is 5757
Calmar Ratio Rank
The Martin Ratio Rank of WINN is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Harbor Long-Term Growers ETF (WINN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WINN, currently valued at 1.23, compared to the broader market0.002.004.001.231.74
The chart of Sortino ratio for WINN, currently valued at 1.73, compared to the broader market-2.000.002.004.006.008.0010.0012.001.732.36
The chart of Omega ratio for WINN, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.001.221.32
The chart of Calmar ratio for WINN, currently valued at 1.65, compared to the broader market0.005.0010.0015.001.652.62
The chart of Martin ratio for WINN, currently valued at 6.12, compared to the broader market0.0020.0040.0060.0080.00100.006.1210.69
WINN
^GSPC

The current Harbor Long-Term Growers ETF Sharpe ratio is 1.23. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Harbor Long-Term Growers ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.23
1.74
WINN (Harbor Long-Term Growers ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Harbor Long-Term Growers ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.01%0.02%0.03%0.04%0.05%0.06%$0.00$0.00$0.00$0.01$0.01$0.01$0.01202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$0.00$0.00$0.01$0.01

Dividend yield

0.00%0.00%0.06%0.06%

Monthly Dividends

The table displays the monthly dividend distributions for Harbor Long-Term Growers ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2022$0.01$0.01

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.19%
-0.43%
WINN (Harbor Long-Term Growers ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Harbor Long-Term Growers 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-Term Growers ETF was 32.08%, occurring on Dec 28, 2022. Recovery took 225 trading sessions.

The current Harbor Long-Term Growers ETF drawdown is 1.19%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.08%Mar 30, 2022189Dec 28, 2022225Nov 20, 2023414
-15.95%Feb 10, 202222Mar 14, 202211Mar 29, 202233
-14.18%Jul 11, 202418Aug 5, 202460Oct 29, 202478
-8.23%Mar 8, 202430Apr 19, 202418May 15, 202448
-5.51%Dec 17, 202418Jan 14, 20255Jan 22, 202523

Volatility

Volatility Chart

The current Harbor Long-Term Growers ETF volatility is 5.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
5.24%
3.01%
WINN (Harbor Long-Term Growers ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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