Harvest US Equity Leaders Income ETF Class A CAD Hedged (HBF.TO) ETF Analysis

Fund Overview

Harvest US Equity Leaders Income ETF Class A CAD Hedged (HBF.TO) is an exchange-traded fund. The fund is issued by Harvest Portfolios Group Inc. It has been trading since July 24, 2014.

The largest positions on file are Amazon.com Inc (AMZN), Microsoft Corp (MSFT), and Oracle Corp (ORCL). Amazon.com Inc alone accounts for 5.75% of the portfolio. The ten largest positions together make up 51.66% of the fund.

Performance Analysis

HBF.TO last closed at CA$11.07 on September 4, 2026. Over the trailing twelve months the price has returned +15.68%. Across 5 years the annualized return works out at +6.75%. The trailing distribution yield is 7.77%.

The strongest complete calendar year on file is 2019 at +25.99%; the weakest is 2022 at −14.97%. Of the 7 complete calendar years on file, 6 finished higher. So far in 2026 the price is +8.39%.

Price & Risk Profile

Daily returns over the trailing 8 years annualize to a volatility of 18.13%. Beta against the wider market is reported at 0.63. Over the past 52 weeks the price has ranged from CA$9.90 to CA$11.34. The latest close sits 11.82% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.