(HAPS) Harbor Trust - Performance 1.7% in 12m
HAPS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
13.50%
#49 in Peer-Group
Rel. Strength
43.30%
#4358 in Stock-Universe
Total Return 12m
1.69%
#44 in Peer-Group
Total Return 5y
15.17%
#49 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 32.15 USD |
| 52 Week Low | 23.33 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 61.94 |
| Buy/Sell Signal +-5 | 0.03 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: HAPS (1.7%) vs SPY (12.2%)
5y Drawdown (Underwater) Chart
Top Performer in Small Blend
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| XMLV NYSE ARCA Invesco S&P MidCap Low |
0.3% | 10.7% | 60.3% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
3.63% | 8.93% | 99.5% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
2.08% | 6.77% | 89.8% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
1.71% | 4.55% | 102% | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
1.29% | 3.13% | 82.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
3.08% | 5.85% | 95.5% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-0.49% | 10.5% | 52.6% | - | - | - | - | - |
| XSMO NYSE ARCA Invesco S&P SmallCap |
2.86% | 7.7% | 88.2% | - | - | - | - | - |
Performance Comparison: HAPS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HAPS
| Total Return (including Dividends) | HAPS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.88% | 3.54% | 3.54% |
| 3 Months | 14.63% | 16.07% | 16.07% |
| 12 Months | 1.69% | 12.18% | 12.18% |
| 5 Years | 15.17% | 107.69% | 107.69% |
| Trend Score (consistency of price movement) | HAPS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 92.3% | 91.9% | 91.9% |
| 3 Months | 90.7% | 97.5% | 97.5% |
| 12 Months | -34.5% | 47% | 47% |
| 5 Years | 65.3% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th87.50 | 0.33% | 0.33% |
| 3 Month | %th54.69 | -1.24% | -1.24% |
| 12 Month | %th23.44 | -9.35% | -9.35% |
| 5 Years | %th15.63 | -25.72% | -25.72% |
FAQs
Does Harbor Trust (HAPS) outperform the market?
No,
over the last 12 months HAPS made 1.69%, while its related Sector, the SPDR SP500 Trust (SPY) made 12.18%.
Over the last 3 months HAPS made 14.63%, while SPY made 16.07%.
Performance Comparison HAPS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
HAPS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.8% | 0.3% | -8.1% | -10% |
| US NASDAQ 100 | QQQ | -1.3% | -0.4% | -10.6% | -11% |
| German DAX 40 | DAX | 0.2% | 2.4% | -18.9% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -1.1% | -12.2% | -18% |
| Hongkong Hang Seng | HSI | -1.4% | 1.4% | -30.1% | -33% |
| India NIFTY 50 | INDA | 1% | 3.3% | -9.6% | 5% |
| Brasil Bovespa | EWZ | 3.9% | 6.9% | -20.2% | 1% |
HAPS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.3% | 2.1% | -12.3% | -22% |
| Consumer Discretionary | XLY | -1.1% | 1.3% | 0.6% | -14% |
| Consumer Staples | XLP | 1.1% | 4.6% | -8.9% | -5% |
| Energy | XLE | 1.4% | 4.2% | 2.1% | 4% |
| Financial | XLF | 0.6% | 1.3% | -7.7% | -20% |
| Health Care | XLV | 1.3% | 5.7% | 2.3% | 10% |
| Industrial | XLI | -1.2% | -0.8% | -14% | -20% |
| Materials | XLB | 1.8% | 2.2% | -6% | 1% |
| Real Estate | XLRE | -0.2% | 4.5% | -6.9% | -5% |
| Technology | XLK | -1.1% | -2.4% | -14% | -9% |
| Utilities | XLU | -1.5% | 2% | -10.8% | -20% |
| Aerospace & Defense | XAR | -3.6% | -5.3% | -28.7% | -47% |
| Biotech | XBI | -1.9% | 0.8% | 0.4% | 16% |
| Homebuilder | XHB | 0.9% | -1.6% | 5.2% | 9% |
| Retail | XRT | 0.5% | 1% | -4% | -3% |
HAPS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.8% | 8.12% | 8.21% | 8% |
| Natural Gas | UNG | -5.3% | 12.4% | 16.2% | -6% |
| Gold | GLD | -1.3% | 5.5% | -25.8% | -35% |
| Silver | SLV | -3.4% | 0.2% | -25.1% | -21% |
| Copper | CPER | -2.1% | -9.7% | -26.9% | -21% |
HAPS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.7% | 4% | -2.7% | 6% |
| iShares High Yield Corp. Bond | HYG | -0.3% | 3% | -6.2% | -7% |