Summary
EPAI
Prices · period metrics · 1M
NAV as of 20/07/2026
30/03/2026 → 30/04/2026
Return -14.45% Volatility 30.57% Sharpe 39.97
Official loaded data — not a live quote.

HARBOR AI INFLECTION STRATEGY ETF

Symbol: EPAI

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 17/12/2025

Latest date: 20/07/2026

Current price: $26.65

Expense ratio: 0.88%

Assets under management
$6.3M
-0.11% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-14.45%

Ann. 1225.29% (Sharpe / Sortino numerator)

Volatility

30.57%

Sharpe ratio

39.969

VaR 95%

-0.97%

CVaR 95%: -1.95%
Max drawdown: -4.59%
Sortino ratio: 77.891
Calmar ratio: 266.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.01%

Ann. 121.36% (Sharpe / Sortino numerator)

Volatility

33.70%

Sharpe ratio

3.494

VaR 95%

-3.18%

CVaR 95%: -3.74%
Max drawdown: -12.31%
Sortino ratio: 5.431
Calmar ratio: 9.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.35%

Ann. 148.22% (Sharpe / Sortino numerator)

Volatility

30.51%

Sharpe ratio

4.740

VaR 95%

-2.94%

CVaR 95%: -3.58%
Max drawdown: -12.31%
Sortino ratio: 7.521
Calmar ratio: 12.04

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 22/06/2026 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.771%

Best day

4.001%

29/06/2026
Worst day

-5.774%

02/07/2026
Days with data

19

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $26.68 $26.68 $26.65 $26.65 200
17/07/2026 $26.20 $26.75 $26.19 $26.75 4,200
16/07/2026 $27.05 $27.05 $27.05 $27.05 100
15/07/2026 $27.82 $27.82 $27.82 $27.82 100
14/07/2026 $28.19 $28.19 $28.19 $28.19 100
13/07/2026 $27.66 $27.66 $27.66 $27.66 100
10/07/2026 $28.50 $28.50 $28.50 $28.50 100
09/07/2026 $29.00 $29.00 $28.60 $28.60 1,300
08/07/2026 $27.44 $27.90 $27.44 $27.90 500
07/07/2026 $27.44 $27.52 $27.09 $27.52 600