Harbor Health Care ETF (MEDI) Performance
MEDI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.6% since Dec 31, 2025
- 1 year
- +12.8% total return
- 3 years
- +17.0% a year
- Since first price
- +15.2% a year since 2022
MEDI trailing returns vs SPY, QQQ, AGG
| Period | MEDI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.4% | +3.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.4% | +1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +12.4% | +12.4% | +7.8% | +8.4% | −1.5% |
| YTD | +6.6% | +6.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.8% | +12.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +60.0%+17.0%/yr | +55.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 17, 2022 | +74.6%+15.2%/yr | +70.0% | — | — | — |
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: MEDI vs SPY
From Nov 17, 2022: MEDI grew to $17,460, SPY to $20,303.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MEDI returns by calendar year
3 of 3 full years positive. Best 2025 (+27.1%), worst 2024 (+0.6%). 2026 is year to date.
MEDI annual returns table
| Year | MEDI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.6% | −15.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +27.1% | −17.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +0.6% | −12.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +24.9% | −7.4% | +26.2% | +54.9% | +5.7% |
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.
MEDI largest drawdowns
Now 5.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 19, 2024 | −19.2% | Apr 8, 2025 | Sep 5, 2025 | 7 months | 12 months |
| Nov 25, 2025 | −15.4% | Mar 27, 2026 | Jun 26, 2026 | 4 months | 7 months |
| Aug 19, 2026 | −10.8% | Oct 13, 2026 | not yet | 55 days | 2 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
MEDI risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +15.1% | +13.3% |
| Volatility (annualized) | 17.9% | 16.3% |
| Sharpe ratio | 0.63 | 0.58 |
| Sortino ratio | 1.03 | 0.95 |
| Best month | +9.9% | +9.9% |
| Worst month | −7.7% | −7.7% |
| Best 12 months | +29.3% | +34.5% |
| Worst 12 months | −6.0% | −6.0% |
| Positive months | 61% | 59% |
| Beta vs S&P 500 | 0.75 | — |
| Correlation with S&P 500 | 0.52 | — |
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.
MEDI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 36 | −6.0% | +18.0% | +34.5% | 92% |
| 3-year (a year) | 12 | +13.4% | +15.7% | +17.4% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
MEDI performance overview
Harbor Health Care ETF (MEDI) returned +12.8% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +15.2% a year, turning $10,000 into about $17,460. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −19.2%, from Sep 19, 2024 to Apr 8, 2025, and it took 5 months to get back to the old high. MEDI finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+27.1%) and the worst 2024 (+0.6%). Volatility has been 16.3% a year.
Related: MEDI chart, MEDI holdings, MEDI dividends, MEDI valuation. See the MEDI overview for the latest quote and fund facts.
MEDI performance FAQ
What is the MEDI return over the past year?
MEDI returned +12.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.5%.
How much would $10,000 invested in MEDI be worth?
$10,000 invested in MEDI at its first recorded close on November 17, 2022 would be worth about $17,460 on October 23, 2026 with distributions reinvested.
What was the worst year for MEDI?
The worst calendar year was 2024, with a total return of +0.6%. The best was 2025 at +27.1%.
What is the biggest drawdown of MEDI?
The largest peak-to-trough decline was −19.2% between September 19, 2024 and April 8, 2025. It recovered to the old high on September 5, 2025, 5 months after the bottom.
How volatile is MEDI?
Over the past 3 years MEDI had an annualized volatility of 17.9% and a Sharpe ratio of 0.63 (excess return over 1–3 month T-bills per unit of risk).