Harbor SMID Cap Core ETF (EPSB) Performance
EPSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +15.2% since Dec 31, 2025
- 1 year
- +16.8% total return
- Since first price
- +32.2% since 2025
EPSB trailing returns vs SPY, QQQ, AGG
| Period | EPSB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.4% | −1.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.1% | −4.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.4% | −1.4% | +7.8% | +8.4% | −1.5% |
| YTD | +15.2% | +15.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.8% | +14.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionMay 2, 2025 | +32.2% | +29.2% | — | — | — |
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: EPSB vs SPY
From May 2, 2025: EPSB grew to $13,223, SPY to $13,631.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EPSB returns by calendar year
2026 is year to date.
EPSB annual returns table
| Year | EPSB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +15.2% | −8.5% | +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.
EPSB risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +20.8% |
| Volatility (annualized) | 13.4% |
| Sharpe ratio | 1.20 |
| Sortino ratio | 2.61 |
| Best month | +9.8% |
| Worst month | −5.5% |
| Best 12 months | +31.5% |
| Worst 12 months | +18.0% |
| Positive months | 69% |
| 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.
EPSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 6 | +18.0% | +25.2% | +31.5% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
EPSB performance overview
Harbor SMID Cap Core ETF (EPSB) returned +16.8% over the past year, with distributions reinvested. Since its first recorded price on May 2, 2025 it has returned +32.2%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: EPSB chart, EPSB holdings, EPSB dividends, EPSB valuation. See the EPSB overview for the latest quote and fund facts.
EPSB performance FAQ
What is the EPSB return over the past year?
EPSB returned +16.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.0%.
How much would $10,000 invested in EPSB be worth?
$10,000 invested in EPSB at its first recorded close on May 2, 2025 would be worth about $13,223 on October 23, 2026 with distributions reinvested.
How volatile is EPSB?
Over the past history EPSB had an annualized volatility of 13.4% and a Sharpe ratio of 1.20 (excess return over 1–3 month T-bills per unit of risk).