Institution
Harbor Capital Advisors, Inc.
13F for September 30, 2026, filed October 22, 2026 · SEC CIK 1039128 · Holdings history from December 31, 2021
- Reported value
- — 87% in companies we cover
- Positions we cover
- 1,373 Largest MSFT 2.1%
- Copy, a year
- +6.6% S&P 500 +13.7%
- Copy Sharpe ratio
- 0.21 S&P 500 0.61
Historical holdings
| Issuer | Class / type | Reported value | Quantity |
|---|---|---|---|
| Nasdaq Inc631103108 · NDAQ | COM | $782 | 8,503 |
| Natera Inc632307104 · NTRA | COM | $770 | 1,863 |
| Nathan's Famous Inc632347100 · NATH | COM | $4 | 44 |
| National Bank Holdings Corp633707104 · NBHC | COM | $21 | 533 |
| National Bankshares Inc634865109 · NKSH | COM | $4 | 104 |
| National Beverage Corp635017106 · FIZZ | COM | $15 | 524 |
| National CineMedia Inc635309206 · NCMI | COM | $633 | 282,687 |
| National Energy Services ReuniG6375R107 · NESR | COM | $18 | 712 |
| National HealthCare Corp635906100 · NHC | COM | $17 | 77 |
| Natural Grocers by Vitamin Cot63888U108 · NGVC | COM | $5 | 165 |
| Nature's Sunshine Products Inc639027101 · NATR | COM | $3 | 240 |
| Navient Corp63938C108 · NAVI | COM | $189 | 20,798 |
| Navitas Semiconductor Corp63942X106 · NVTS | COM | $219 | 18,888 |
| NBT Bancorp Inc628778102 · NBTB | COM | $27 | 539 |
| nCino Inc63947X101 · NCNO | COM | $385 | 21,241 |
| NCR Voyix Corp62886E108 · VYX | COM | $1,929 | 282,007 |
| Nebius Group NVN97284108 · NBIS | COM | $106 | 450 |
| Nelnet Inc64031N108 · NNI | COM | $51 | 413 |
| NeoGenomics Inc64049M209 · NEO | COM | $3,213 | 174,981 |
| NerdWallet Inc64082B102 · NRDS | COM | $30 | 3,450 |
| NetApp Inc64110D104 · NTAP | COM | $139 | 663 |
| Netflix Inc64110L106 · NFLX | COM | $10,776 | 154,878 |
| NetScout Systems Inc64115T104 · NTCT | COM | $775 | 19,299 |
| NETSTREIT Corp64119V303 · NTST | COM | $8 | 464 |
| New Jersey Resources Corp646025106 · NJR | COM | $30 | 594 |
| New York Times Co/The650111107 · NYT | COM | $789 | 12,392 |
| NewMarket Corp651587107 · NEU | COM | $30 | 33 |
| News Corp65249B109 · NWSA | COM | $73 | 2,546 |
| Nexa Resources SAL67359106 · NEXA | COM | $11 | 862 |
| Nexpoint Real Estate Finance I65342V101 · NREF | COM | $3 | 222 |
| NextEra Energy Inc65339F101 · NEE | COM | $167 | 2,202 |
| Nextpower Inc65290E101 · NXT | COM | $3,161 | 40,560 |
| Nexxen International LtdM8T80P204 · NEXN | COM | $5 | 552 |
| Nicolet Bankshares Inc65406E102 · NIC | COM | $20 | 121 |
| NIKE Inc654106103 · NKE | COM | $847 | 23,924 |
| NiSource Inc65473P105 · NI | COM | $66 | 1,704 |
| NLI Holdings Inc629156407 · NL | COM | $3 | 370 |
| NMI Holdings Inc629209305 · NMIH | COM | $34 | 923 |
| Noble Corp PLCG65431127 · NE | COM | $43 | 1,025 |
| Nordson Corp655663102 · NDSN | COM | $852 | 2,598 |
| Northern Oil & Gas Inc665531307 · NOG | COM | $45 | 1,983 |
| Northrop Grumman Corp666807102 · NOC | COM | $1,159 | 2,398 |
| Northwest Natural Holding Co66765N105 · NWN | COM | $12 | 265 |
| Northwestern Energy Group Inc668074305 · NWE | COM | $748 | 10,942 |
| Norwood Financial Corp669549107 · NWFL | COM | $3 | 101 |
| NOV Inc62955J103 · NOV | COM | $848 | 45,257 |
| Novanta Inc67000B104 · NOVT | COM | $3,925 | 27,602 |
| NPK International Inc651718504 · NPKI | COM | $2,025 | 177,357 |
| Nu Skin Enterprises Inc67018T105 · NUS | COM | $2 | 424 |
| Nucor Corp670346105 · NUE | COM | $2,090 | 8,940 |
| NuScale Power Corp67079K100 · SMR | COM | $12 | 1,498 |
| Nutex Health Inc67079U306 · NUTX | COM | $6 | 29 |
| NVE Corp629445206 · NVEC | COM | $36 | 323 |
| nVent Electric PLCG6700G107 · NVT | COM | $19 | 117 |
| NVIDIA Corp67066G104 · NVDA | COM | $29,286 | 128,233 |
| NWPX Infrastructure Inc667746101 · NWPX | COM | $11 | 109 |
| O-I Glass Inc67098H104 · OI | COM | $31 | 5,470 |
| Oak Valley Bancorp671807105 · OVLY | COM | $10 | 306 |
| Occidental Petroleum Corp674599105 · OXY | COM | $1,127 | 20,377 |
| Oceaneering International Inc675232102 · OII | COM | $3,563 | 81,668 |
| OceanFirst Financial Corp675234108 · OCFC | COM | $476 | 28,812 |
| Octave Specialty Group Inc023139884 · OSG | COM | $17 | 4,044 |
| OFG Bancorp67103X102 · OFG | COM | $36 | 722 |
| OGE Energy Corp670837103 · OGE | COM | $3,096 | 68,154 |
| Oklo Inc02156V109 · OKLO | COM | $69 | 1,854 |
| Okta Inc679295105 · OKTA | COM | $7 | 34 |
| Old National Bancorp/IN680033107 · ONB | COM | $99 | 4,037 |
| Old Second Bancorp Inc680277100 · OSBC | COM | $5 | 197 |
| Olin Corp680665205 · OLN | COM | $2,258 | 145,655 |
| Omega Flex Inc682095104 · OFLX | COM | $3 | 103 |
| Omnicell Inc68213N109 · OMCL | COM | $392 | 11,502 |
| On Holding AGH5919C104 · ONON | COM | $5 | 184 |
| ON Semiconductor Corp682189105 · ON | COM | $220 | 2,862 |
| Ondas Inc68236H204 · ONDS | COM | $5 | 651 |
| ONE Gas Inc68235P108 · OGS | COM | $23 | 317 |
| One Liberty Properties Inc682406103 · OLP | COM | $5 | 205 |
| OneSpan Inc68287N100 · OSPN | COM | $157 | 8,778 |
| OneSpaWorld Holdings LtdP73684113 · OSW | COM | $2,317 | 103,036 |
| Onity Group Inc675746606 · ONIT | COM | $13 | 444 |
| Onterris Inc615111101 · ONT | COM | $584 | 43,660 |
| Oportun Financial Corp68376D104 · OPRT | COM | $82 | 10,069 |
| OppFi Inc68386H103 · OPFI | COM | $14 | 2,302 |
| Optimum Communications Inc02156K103 · OPTU | COM | $12 | 12,563 |
| Option Care Health Inc68404L201 · OPCH | COM | $15 | 685 |
| Oracle Corp68389X105 · ORCL | COM | $564 | 4,105 |
| Orange County Bancorp Inc68417L107 · OBT | COM | $8 | 207 |
| Organon & Co68622V106 · OGN | COM | $3,391 | 247,526 |
| Origin Bancorp Inc68621T102 | COM | $509 | 9,735 |
| Orion SAL72967109 · OEC | COM | $4 | 633 |
| OrthoPediatrics Corp68752L100 · KIDS | COM | $3,819 | 171,482 |
| Oscar Health Inc687793109 · OSCR | COM | $26 | 840 |
| OSI Systems Inc671044105 · OSIS | COM | $11 | 59 |
| Otis Worldwide Corp68902V107 · OTIS | COM | $5 | 73 |
| Otter Tail Corp689648103 · OTTR | COM | $28 | 318 |
| Ouster Inc68989M202 · OUST | COM | $13 | 329 |
| Ovintiv Inc69047Q102 · OVV | COM | $662 | 11,443 |
| Owens Corning690742101 · OC | COM | $24 | 202 |
| Owlet Inc69120X206 · OWLT | COM | $2,066 | 392,687 |
| Oxford Industries Inc691497309 · OXM | COM | $6 | 259 |
| Pacira BioSciences Inc695127100 · PCRX | COM | $3 | 106 |
How copying its 13F would have done
Reported value by quarter
View chart data
| Period | Reported value |
|---|---|
| 2021-12-31 | $274.7M |
| 2022-03-31 | $212.2M |
| 2022-06-30 | $131.4M |
| 2022-09-30 | $108.9M |
| 2022-12-31 | $103.1M |
| 2023-03-31 | $346.7M |
| 2023-06-30 | $500M |
| 2023-09-30 | $467.7M |
| 2023-12-31 | $520.2M |
Latest covered holdings and moves
| Company | Share of portfolio | Value | Shares | Change in shares |
|---|---|---|---|---|
| MSFTMicrosoft Corporation | 2.06% | — | 59.2K | +6.7% Added |
| AMZNAmazon | 2.02% | — | 120.1K | +7.2% Added |
| NVDANVIDIA Corporation | 1.98% | — | 128.2K | +4.9% Added |
| AAPLApple Inc. | 1.98% | — | 87.9K | +0.4% |
| GOOGLAlphabet Inc. (Class A) | 1.86% | — | 80.0K | +8.5% Added |
| METAMeta Platforms | 1.75% | — | 35.7K | +2.6% Added |
| JPMJPMorgan Chase | 1.01% | — | 45.2K | +0.4% |
| CSCOCisco | 1.01% | — | 138.7K | +0.3% |
| LLYLilly (Eli) | 0.81% | — | 10.3K | +0.4% |
| SIMOSilicon Motion Technology Corp | 0.80% | — | 42.4K | −1.3% Reduced |
| NFLXNetflix | 0.73% | — | 154.9K | +0.4% |
| CVXChevron Corporation | 0.73% | — | 52.6K | +6.1% Added |
| CRMSalesforce | 0.59% | — | 37.9K | +6.9% Added |
| KLACKLA Corporation | 0.58% | — | 44.2K | +0.4% |
| MRVLMarvell Technology | 0.58% | — | 32.5K | +10.1% Added |
| LAURLaureate Education, Inc. | 0.52% | — | 202.3K | +6.2% Added |
| AVTAvnet Inc | 0.52% | — | 77.1K | −6.1% Reduced |
| MAMastercard | 0.51% | — | 13.6K | +0.6% Added |
| FIBKFirst Interstate Bancsystem Inc | 0.50% | — | 207.3K | +4.1% Added |
| JNJJohnson & Johnson | 0.50% | — | 27.9K | −0.9% Reduced |
| ANETArista Networks | 0.49% | — | 35.7K | +1.1% Added |
| COSTCostco | 0.49% | — | 7.9K | +0.1% |
| LRCXLam Research | 0.48% | — | 21.7K | +1.5% Added |
| RDNTRadnet, Inc. | 0.47% | — | 100.8K | −13.4% Reduced |
| PGProcter & Gamble | 0.46% | — | 46.3K | +0.3% |
| SNEXStonex Group Inc. | 0.44% | — | 101.0K | +56.3% Added |
| PAYCPaycom Software, Inc. | 0.43% | — | 29.4K | −13.8% Reduced |
| LOPEGrand Canyon Education, Inc. | 0.43% | — | 41.6K | +24.1% Added |
| MODModine Manufacturing Co | 0.41% | — | 32.8K | +12.1% Added |
| WKWorkiva Inc | 0.41% | — | 90.5K | −18.9% Reduced |
| PMPhilip Morris International | 0.40% | — | 31.0K | +0.4% |
| BACBank of America | 0.40% | — | 107.6K | −0.2% |
| YETIYeti Holdings, Inc. | 0.39% | — | 141.6K | +33.8% Added |
| TWSTTwist Bioscience Corp | 0.39% | — | 29.9K | −43.8% Reduced |
| DORMDorman Products, Inc. | 0.38% | — | 45.9K | +13.3% Added |
| CATCaterpillar Inc. | 0.37% | — | 6.8K | +0.5% Added |
| FROGJfrog Ltd | 0.37% | — | 56.4K | −15.7% Reduced |
| GEGE Aerospace | 0.37% | — | 17.5K | +0.4% |
| ABBVAbbVie | 0.37% | — | 20.8K | +0.2% |
| MGNIMagnite, Inc. | 0.36% | — | 213.1K | −31.8% Reduced |
| NOWServiceNow | 0.35% | — | 39.0K | +0.4% |
| ATRCAtricure, Inc. | 0.34% | — | 90.7K | +114.1% Added |
| AAONAAON, Inc. | 0.34% | — | 60.1K | +65.2% Added |
| VZVerizon | 0.34% | — | 108.2K | −0.1% |
| PRCHPorch Group, Inc. | 0.33% | — | 292.2K | −28.7% Reduced |
| ARHSArhaus, Inc. | 0.33% | — | 506.5K | +18.2% Added |
| SPNTSiriuspoint Ltd | 0.32% | — | 196.9K | +3.9% Added |
| CCCCCC Intelligent Solutions Holdings Inc. | 0.32% | — | 699.2K | +42.0% Added |
| FCNCAFirst Citizens Bancshares Inc | 0.31% | — | 2.2K | +12.8% Added |
| PSMTPricesmart Inc | 0.31% | — | 26.9K | −2.0% Reduced |
| MSGSMadison Square Garden Sports Corp. | 0.30% | — | 11.1K | −0.8% Reduced |
| TRSTrimas Corp | 0.30% | — | 116.5K | +20.1% Added |
| JOEST JOE Co | 0.30% | — | 68.1K | +80.6% Added |
| SNSharkninja, Inc. | 0.30% | — | 24.8K | −20.4% Reduced |
| NSPInsperity, Inc. | 0.30% | — | 95.7K | +7.3% Added |
| APPSDigital Turbine, Inc. | 0.30% | — | 400.0K | −20.0% Reduced |
| GTLBGitlab Inc. | 0.30% | — | 93.4K | −2.5% Reduced |
| SKWDSkyward Specialty Insurance Group, Inc. | 0.30% | — | 83.1K | +10.5% Added |
| GSLGlobal Ship Lease, Inc. | 0.29% | — | 97.7K | +3.9% Added |
| PCTYPaylocity Holding Corp | 0.29% | — | 30.0K | +4.4% Added |
| IDCCInterdigital, Inc. | 0.29% | — | 13.1K | +11.4% Added |
| LFUSLittelfuse Inc | 0.29% | — | 10.0K | −2.3% Reduced |
| ADPAutomatic Data Processing | 0.28% | — | 16.2K | +0.4% |
| GEVGE Vernova | 0.28% | — | 4.3K | +4.3% Added |
| ATENA10 Networks, Inc. | 0.28% | — | 150.1K | +1.6% Added |
| EEFTEuronet Worldwide, Inc. | 0.27% | — | 64.3K | +5.1% Added |
| MRKMerck & Co. | 0.27% | — | 27.8K | +0.2% |
| MSMorgan Stanley | 0.27% | — | 21.2K | +0.4% |
| NOVTNovanta Inc | 0.27% | — | 27.6K | +17.0% Added |
| DISThe Walt Disney Company | 0.27% | — | 37.4K | +0.4% |
| FTAIFTAI Aviation Ltd. | 0.26% | — | 23.3K | +201.5% Added |
| ACLSAxcelis Technologies Inc | 0.26% | — | 29.4K | +13.3% Added |
| KIDSOrthopediatrics Corp | 0.26% | — | 171.5K | −14.1% Reduced |
| DAVEDave Inc. | 0.26% | — | 11.8K | −8.7% Reduced |
| SIBNSi-bone, Inc. | 0.26% | — | 201.1K | −25.4% Reduced |
| PLDPrologis | 0.25% | — | 28.9K | +0.4% |
| PARRPAR Pacific Holdings, Inc. | 0.25% | — | 45.7K | −2.1% Reduced |
| CVCOCavco Industries, Inc. | 0.25% | — | 6.6K | +3.9% Added |
| HLMNHillman Solutions Corp. | 0.25% | — | 519.3K | −8.9% Reduced |
| FCXFreeport-McMoRan | 0.24% | — | 51.6K | +0.4% |
| ENVAEnova International, Inc. | 0.24% | — | 21.6K | +5.2% Added |
| DSGXDescartes Systems Group Inc | 0.24% | — | 44.4K | −0.1% |
| OIIOceaneering International Inc | 0.24% | — | 81.7K | +14.0% Added |
| SLMSLM Corp | 0.24% | — | 156.7K | −15.1% Reduced |
| VCYTVeracyte, Inc. | 0.24% | — | 76.0K | +45.2% Added |
| HALOHalozyme Therapeutics, Inc. | 0.24% | — | 31.6K | −14.6% Reduced |
| WTTRSelect Water Solutions, Inc. | 0.23% | — | 175.8K | −7.4% Reduced |
| STGWStagwell Inc | 0.23% | — | 425.1K | −38.1% Reduced |
| LQDTLiquidity Services Inc | 0.23% | — | 80.4K | +3.9% Added |
| LNTHLantheus Holdings, Inc. | 0.23% | — | 34.6K | −12.9% Reduced |
| CHYMChime Financial, Inc. | 0.23% | — | 127.9K | −7.6% Reduced |
| KYMRKymera Therapeutics, Inc. | 0.23% | — | 30.4K | −16.5% Reduced |
| OGNOrganon & Co. | 0.23% | — | 247.5K | +15.3% Added |
| TDWTidewater Inc | 0.23% | — | 41.6K | +3.0% Added |
| PLOWDouglas Dynamics, Inc | 0.23% | — | 85.8K | +3.9% Added |
| GRBKGreen Brick Partners, Inc. | 0.23% | — | 50.8K | +3.8% Added |
| PECOPhillips Edison & Company, Inc. | 0.22% | — | 88.4K | +10.9% Added |
| FTDRFrontdoor, Inc. | 0.22% | — | 44.2K | +4.0% Added |
| INTUIntuit | 0.22% | — | 11.7K | +0.4% |
| NEONeogenomics Inc | 0.22% | — | 175.0K | −21.8% Reduced |
| MGYMagnolia Oil & Gas Corp | 0.22% | — | 136.3K | +23.8% Added |
| MMSMaximus, Inc. | 0.21% | — | 59.7K | +19.3% Added |
| NXTNextpower Inc. | 0.21% | — | 40.6K | +56.2% Added |
| EXPOExponent Inc | 0.21% | — | 47.4K | −6.1% Reduced |
| OGEOGE Energy Corp. | 0.21% | — | 68.2K | +32.5% Added |
| APLEApple Hospitality Reit, Inc. | 0.21% | — | 191.0K | +22.9% Added |
| BKNGBooking Holdings | 0.21% | — | 18.9K | +0.4% |
| SNPSSynopsys Inc | 0.21% | — | 7.1K | +5.1% Added |
| CDNSCadence Design Systems Inc | 0.21% | — | 9.2K | +0.4% |
| FHBFirst Hawaiian, Inc. | 0.21% | — | 123.5K | −29.1% Reduced |
| CNSCohen & Steers, Inc. | 0.20% | — | 41.4K | +4.1% Added |
| SCHWCharles Schwab Corporation | 0.20% | — | 30.9K | +0.4% |
| SXTSensient Technologies Corp | 0.20% | — | 23.1K | +2.6% Added |
| EMREmerson Electric | 0.20% | — | 19.1K | +0.4% |
| VLOValero Energy | 0.20% | — | 7.6K | +0.7% Added |
| RHPRyman Hospitality Properties, Inc. | 0.20% | — | 24.6K | −9.7% Reduced |
| INDIIndie Semiconductor, Inc. | 0.20% | — | 1.00M | −26.1% Reduced |
| ARLOArlo Technologies, Inc. | 0.20% | — | 235.9K | +1.2% Added |
| FRPTFreshpet, Inc. | 0.20% | — | 50.6K | −21.3% Reduced |
| CEGConstellation Energy | 0.20% | — | 11.4K | +0.4% |
| ADUSAddus Homecare Corp | 0.19% | — | 26.0K | +3.9% Added |
| FAFFirst American Financial Corp | 0.19% | — | 47.1K | +13.5% Added |
| APTVAptiv | 0.19% | — | 66.2K | +1925.8% Added |
| SPOTSpotify Technology S.a. | 0.19% | — | 5.8K | +0.4% |
| AXPAmerican Express | 0.19% | — | 9.3K | +0.4% |
| HPEHewlett Packard Enterprise | 0.19% | — | 44.2K | +3.6% Added |
| LSTRLandstar System Inc | 0.19% | — | 16.7K | −10.7% Reduced |
| CERTCertara, Inc. | 0.19% | — | 304.3K | +34.7% Added |
| FLRFluor Corp | 0.19% | — | 57.7K | −17.5% Reduced |
| DLBDolby Laboratories, Inc. | 0.19% | — | 46.9K | −17.6% Reduced |
| MURMurphy OIL Corp | 0.19% | — | 74.5K | −12.9% Reduced |
| ETNEaton Corporation | 0.18% | — | 6.3K | +6.5% Added |
| AZZAZZ Inc | 0.18% | — | 20.1K | +4.9% Added |
| JBTMJBT Marel Corp | 0.18% | — | 25.5K | +87.7% Added |
| VCELVericel Corp | 0.18% | — | 66.5K | −8.8% Reduced |
| PSNParsons Corp | 0.18% | — | 64.7K | +39.7% Added |
| AGOAssured Guaranty LTD | 0.18% | — | 38.7K | +11.6% Added |
| IBPInstalled Building Products, Inc. | 0.18% | — | 13.6K | +9388.1% Added |
| FORMFormfactor Inc | 0.18% | — | 17.4K | −3.7% Reduced |
| AMGNAmgen | 0.17% | — | 6.1K | +0.9% Added |
| TENBTenable Holdings, Inc. | 0.17% | — | 70.7K | −39.3% Reduced |
| HAYWHayward Holdings, Inc. | 0.17% | — | 210.0K | +31.8% Added |
| INDBIndependent Bank Corp | 0.17% | — | 33.1K | +8.4% Added |
| TNLTravel & Leisure Co. | 0.17% | — | 41.4K | +9.3% Added |
| ATECAlphatec Holdings, Inc. | 0.17% | — | 247.4K | +13.8% Added |
| CALYCallaway Golf Co | 0.17% | — | 181.2K | +6.7% Added |
| SPGIS&P Global | 0.17% | — | 6.4K | +0.4% |
| ADPTAdaptive Biotechnologies Corp | 0.17% | — | 87.3K | −40.1% Reduced |
| CTRICenturi Holdings, Inc. | 0.17% | — | 124.9K | New |
| HRIHerc Holdings Inc | 0.17% | — | 19.9K | −0.8% Reduced |
| Company | Value last quarter | Shares |
|---|---|---|
| PATKPatrick Industries Inc | — | 8.7K |
| PENNPenn Entertainment, Inc. | — | 46.5K |
| POWLPowell Industries Inc | — | 8.9K |
| PRIMPrimoris Services Corp | — | 166 |
| SNDKSandisk | — | 26 |
| SANMSanmina Corp | — | 176 |
| FOURShift4 Payments, Inc. | — | 12.5K |
| SPIRSpire Global, Inc. | — | 27.4K |
| SXIStandex International Corp | — | 2.1K |
| STRLSterling Infrastructure, Inc. | — | 64 |
| FOXFFOX Factory Holding Corp | — | 262 |
| FSPFranklin Street Properties Corp | — | 1.9K |
| GNRCGenerac | — | 1.8K |
| GOGrocery Outlet Holding Corp. | — | 609 |
| HALHalliburton | — | 1.6K |
| HPPHudson Pacific Properties, Inc. | — | 425 |
| KROKronos Worldwide Inc | — | 1.0K |
| LINLinde plc | — | 45 |
| MBUUMalibu Boats, Inc. | — | 208 |
| MAMAMama's Creations, Inc. | — | 51.8K |
| MECMayville Engineering Company, Inc. | — | 28.6K |
| MGPIMGP Ingredients Inc | — | 391 |
| TKRTimken Co | — | 13.7K |
| TJXTJX Companies | — | 550 |
| TROXTronox Holdings plc | — | 1.5K |
| TTECTtec Holdings, Inc. | — | 683 |
| CMCOColumbus Mckinnon Corp | — | 517 |
| UAMYUnited States Antimony Corp | — | 40.1K |
| UMACUnusual Machines, Inc. | — | 28.8K |
| VIAVViavi Solutions Inc. | — | 195 |
| Period | Copy, a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta |
|---|---|---|---|---|---|---|
| Whole backtestFebruary 11, 2022 to November 2, 2026 | +6.6% | +13.7% | 0.21 | 0.61 | −38.2% | 1.27 |
| Last three yearsNovember 3, 2023 to November 2, 2026 | +18.6% | +21.8% | 0.85 | 1.16 | −23.3% | 1.03 |
| Last yearNovember 7, 2025 to November 2, 2026 | +18.5% | +14.2% | 1.13 | 0.84 | −8.3% | 0.81 |