HGER
+0.66 · +2.59%
$26.07 · NYSE

Harbor All-Weather Inflation Focus ETF (HGER) ETF Analysis | Commodities Broad Basket

Harbor Capital Advisors Inc · USA
AUM:$2.0B
#– of – in Commodities Broad Basket ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.68% — moderate cost. Consider how fees compound over long holding periods.

What is HGER?

The fund seeks to primarily invest, through its subsidiary, in one or more excess return swaps on the index. The index is composed of futures contracts on physical commodities and is constructed using QCI"s proprietary quantitative methodology, which considers a commodity"s relative inflation sensitivity and the relative cost of holding a "rolling" futures position in the commodity.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
HGER delivered 25.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.68%. Consider how fees compound over a long holding period.
Notable Dividend Yield
Current yield of 6.63% provides a meaningful income component alongside market exposure.
ETF Information
AUM$2.0B
Expense Ratio0.68%
Dividend Yield6.63%
Holdings1
Inception DateFeb 2022
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta0.78
CategoryCommodities Broad Basket
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+23.6%
1Y
+50.6%
3Y
+81.2%
5Y
+106.8%
OpenBook InsightIf you had invested £10,000 in HGER 5 years ago, it would have grown to £20,681 — a gain of £10,681.

Annual Returns

Calendar year performance

HGER delivered positive returns in 5 of the last 5 calendar years.
YearHGER
2026 YTD+41.6%
2025+18.9%
2024+10.3%
2023+3.2%
2022+9.8%
CAGR 4yr+10.4%
5/5 positive yearsAvg return: +16.8%Worst year: +3.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
16.8%
Low
Momentum
+9.6%
30-day change
Support Level
31.41
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.