Harbor International Compounders ETF (OSEA) Performance
OSEA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.6% since Dec 31, 2025
- 1 year
- −1.6% total return
- 3 years
- +10.7% a year
- Since first price
- +11.0% a year since 2022
OSEA trailing returns vs SPY, QQQ, AGG
| Period | OSEA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.2% | +1.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.7% | +1.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.0% | −2.0% | +7.8% | +8.4% | −1.5% |
| YTD | −1.6% | −1.6% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.6% | −2.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +35.7%+10.7%/yr | +32.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionSep 8, 2022 | +53.6%+11.0%/yr | +49.8% | — | — | — |
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: OSEA vs SPY
From Sep 8, 2022: OSEA grew to $15,360, SPY to $20,074.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
OSEA returns by calendar year
2 of 3 full years positive. Best 2023 (+20.9%), worst 2024 (−0.7%). 2026 is year to date.
OSEA annual returns table
| Year | OSEA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.6% | −11.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.5% | −14.0% | +17.7% | +20.8% | +7.2% |
| 2024 | −0.7% | −11.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.9% | −14.5% | +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.
OSEA largest drawdowns
Now 5.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 26, 2024 | −18.1% | Apr 8, 2025 | Jun 6, 2025 | 6 months | 8 months |
| Jul 18, 2023 | −14.5% | Oct 27, 2023 | Dec 19, 2023 | 3 months | 5 months |
| Sep 12, 2022 | −12.3% | Sep 27, 2022 | Nov 10, 2022 | 15 days | 59 days |
| Feb 25, 2026 | −11.1% | Mar 27, 2026 | May 6, 2026 | 30 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
OSEA risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +9.4% | +13.0% |
| Volatility (annualized) | 11.8% | 14.6% |
| Sharpe ratio | 0.45 | 0.61 |
| Sortino ratio | 0.71 | 1.13 |
| Best month | +9.7% | +15.3% |
| Worst month | −7.5% | −7.5% |
| Best 12 months | +27.1% | +27.1% |
| Worst 12 months | −2.5% | −2.5% |
| Positive months | 61% | 60% |
| Beta vs S&P 500 | 0.67 | — |
| Correlation with S&P 500 | 0.71 | — |
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.
OSEA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 38 | −2.5% | +9.8% | +27.1% | 92% |
| 3-year (a year) | 14 | +6.9% | +9.5% | +17.7% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
OSEA performance overview
Harbor International Compounders ETF (OSEA) returned −1.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +11.0% a year, turning $10,000 into about $15,360. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.1%, from Sep 26, 2024 to Apr 8, 2025, and it took 59 days to get back to the old high. OSEA finished 2 of its 3 full calendar years with a gain; the best year was 2023 (+20.9%) and the worst 2024 (−0.7%). Volatility has been 14.6% a year.
Related: OSEA chart, OSEA holdings, OSEA dividends. See the OSEA overview for the latest quote and fund facts.
OSEA performance FAQ
What is the OSEA return over the past year?
OSEA returned −1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.9%.
How much would $10,000 invested in OSEA be worth?
$10,000 invested in OSEA at its first recorded close on September 8, 2022 would be worth about $15,360 on October 23, 2026 with distributions reinvested.
What was the worst year for OSEA?
The worst calendar year was 2024, with a total return of −0.7%. The best was 2023 at +20.9%.
What is the biggest drawdown of OSEA?
The largest peak-to-trough decline was −18.1% between September 26, 2024 and April 8, 2025. It recovered to the old high on June 6, 2025, 59 days after the bottom.
How volatile is OSEA?
Over the past 3 years OSEA had an annualized volatility of 11.8% and a Sharpe ratio of 0.45 (excess return over 1–3 month T-bills per unit of risk).