Harbor Emerging Markets Equity ETF (EPEM) Performance
EPEM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +26.2% since Dec 31, 2025
- 1 year
- +31.8% total return
- Since first price
- +52.5% since 2025
EPEM trailing returns vs SPY, QQQ, AGG
| Period | EPEM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.2% | −3.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.2% | +2.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.4% | +7.4% | +7.8% | +8.4% | −1.5% |
| YTD | +26.2% | +26.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +31.8% | +27.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionJun 5, 2025 | +52.5% | +46.9% | — | — | — |
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: EPEM vs SPY
From Jun 5, 2025: EPEM grew to $15,246, SPY to $13,027.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EPEM returns by calendar year
2026 is year to date.
EPEM annual returns table
| Year | EPEM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +26.2% | −13.3% | +12.3% | +15.1% | −1.0% |
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.
EPEM largest drawdowns
Now 5.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 25, 2026 | −13.3% | Mar 30, 2026 | Apr 24, 2026 | 33 days | 58 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EPEM risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +37.5% |
| Volatility (annualized) | 17.7% |
| Sharpe ratio | 1.69 |
| Sortino ratio | 3.59 |
| Best month | +12.0% |
| Worst month | −8.8% |
| Best 12 months | +45.6% |
| Worst 12 months | +37.6% |
| Positive months | 73% |
| 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.
EPEM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 5 | +28.7% | +42.9% | +45.6% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
EPEM performance overview
Harbor Emerging Markets Equity ETF (EPEM) returned +31.8% over the past year, with distributions reinvested. Since its first recorded price on Jun 5, 2025 it has returned +52.5%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.3%, from Feb 25, 2026 to Mar 30, 2026, and it took 25 days to get back to the old high. Volatility has been 17.7% a year.
Related: EPEM chart, EPEM holdings, EPEM dividends. See the EPEM overview for the latest quote and fund facts.
EPEM performance FAQ
What is the EPEM return over the past year?
EPEM returned +31.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 27.0%.
How much would $10,000 invested in EPEM be worth?
$10,000 invested in EPEM at its first recorded close on June 5, 2025 would be worth about $15,246 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of EPEM?
The largest peak-to-trough decline was −13.3% between February 25, 2026 and March 30, 2026. It recovered to the old high on April 24, 2026, 25 days after the bottom.
How volatile is EPEM?
Over the past history EPEM had an annualized volatility of 17.7% and a Sharpe ratio of 1.69 (excess return over 1–3 month T-bills per unit of risk).