Harbor AlphaEdge Small Cap Earners ETF (EBIT) Performance
EBIT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.5% since Dec 31, 2025
- 1 year
- +16.7% total return
- Since first price
- +33.7% since 2024
EBIT trailing returns vs SPY, QQQ, AGG
| Period | EBIT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.7% | +1.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.5% | −2.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.9% | +2.9% | +7.8% | +8.4% | −1.5% |
| YTD | +15.5% | +15.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.7% | +14.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 10, 2024 | +33.7% | +28.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EBIT vs SPY
From Jul 10, 2024: EBIT grew to $13,368, SPY to $13,894.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EBIT returns by calendar year
1 of 1 full years positive. Best 2025 (+6.8%), worst 2025 (+6.8%). 2026 is year to date.
EBIT annual returns table
| Year | EBIT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.5% | −8.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.8% | −21.9% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EBIT largest drawdowns
Now 5.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −26.6% | Apr 8, 2025 | Dec 11, 2025 | 4 months | 1.0 years |
| Jul 31, 2024 | −10.4% | Aug 7, 2024 | Nov 6, 2024 | 7 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EBIT risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +6.4% |
| Volatility (annualized) | 16.1% |
| Sharpe ratio | 0.21 |
| Sortino ratio | 0.34 |
| Best month | +9.3% |
| Worst month | −8.5% |
| Best 12 months | +35.4% |
| Worst 12 months | −6.2% |
| Positive months | 46% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EBIT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 16 | −6.2% | +15.4% | +35.4% | 88% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
EBIT performance overview
Harbor AlphaEdge Small Cap Earners ETF (EBIT) returned +16.7% over the past year, with distributions reinvested. Since its first recorded price on Jul 10, 2024 it has returned +33.7%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −26.6%, from Nov 25, 2024 to Apr 8, 2025, and it took 8 months to get back to the old high. Volatility has been 16.1% a year.
Related: EBIT chart, EBIT holdings, EBIT dividends, EBIT valuation. See the EBIT overview for the latest quote and fund facts.
EBIT performance FAQ
What is the EBIT return over the past year?
EBIT returned +16.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.4%.
How much would $10,000 invested in EBIT be worth?
$10,000 invested in EBIT at its first recorded close on July 10, 2024 would be worth about $13,368 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of EBIT?
The largest peak-to-trough decline was −26.6% between November 25, 2024 and April 8, 2025. It recovered to the old high on December 11, 2025, 8 months after the bottom.
How volatile is EBIT?
Over the past history EBIT had an annualized volatility of 16.1% and a Sharpe ratio of 0.21 (excess return over 1–3 month T-bills per unit of risk).