AELV vs the S&P 500: Harbor AlphaEdge Large Cap Value ETF

Has AELV beaten the S&P 500?

Over the last year (to Oct 15, 2026), AELV returned +18.5%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth

AELV

+18.5%

S&P 500

+17.3%

Largest decline

AELV

6.3%

S&P 500

8.9%

Risk-adjusted return

AELV

1.26

S&P 500

1.02

Downside risk-adjusted return

AELV

1.92

S&P 500

1.51

Oct 15, 2025 – Oct 15, 2026. Returns include dividends and other distributions, reinvested.

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Returns by period

Period	AELV	S&P 500
1 month	-0.4%	+2.2%
3 months	+1.4%	+2.5%
Year to date	+12.9%	+14.1%
1 year	+18.5%	+17.3%

Volatility (1-year, annualized): 10.9%

How has AELV done each year?

In 2025, the one full calendar year SharpeShare can compare, AELV returned +17.3%; the S&P 500 (SPY) returned +17.7%.

AELV S&P 500 (SPY)

2024*: AELV +2.7%, S&P 500 (SPY) +7.3%
2025: AELV +17.3%, S&P 500 (SPY) +17.7%
2026*: AELV +12.9%, S&P 500 (SPY) +14.1%

* Part of a year: the returns SharpeShare measures start or end inside it.

2024 2025 2026

Select a month to see its return.

Each cell is that month's return, dividends included: green up, red down, uncolored when it rounds to 0.0%.

How rough does it get?

Counting dividends, AELV's largest decline since Sep 2024 was 16.6%, from Nov 26, 2024 to Apr 8, 2025. It was back at that high on Jul 3, 2025, 3 months after the low. During the S&P 500's decline of 10% or more in that time, AELV returned -15.3% (Feb 19 – Apr 8, 2025, when the S&P 500 fell 18.8%).

AELV below its previous high S&P 500 (SPY) S&P 500 declines of 10% or more

In the last year, AELV moved less than 1% up or down on 84% of trading days. Its biggest one-day fall was 1.7% (Jun 5, 2026); its biggest rise 2.1% (Feb 6, 2026).

AELV: share of days by daily move S&P 500 (SPY)

Highest closing price since Sep 2024: $27.30 on Sep 3, 2026. The latest close, $26.59 on Oct 15, 2026, is 2.6% below it.

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