HGER ETF Analysis: Harbor All-Weather | NYSE

Commodities Broad Basket | NYSE, USA | Market Cap: 3.579m USD | 12M Return: 37.9% | Charts, Fundamentals & Technical Analysis

Commodity Futures, Excess Return Swaps, Inflation Hedge, Broad Commodities
Total Rating 74
Safety 73
Buy Signal 0.12
Commodities Broad Basket
Category Rotation: +22.4
TER: 0.68%
AUM: 3.58B
Avg Turnover: 35.4M
Risk 3d forecast
Volatility17.5%
VaR 5th Pctl3.12%
VaR vs Median-0.77%
Reward TTM
Sharpe Ratio1.71
Rel. Str. IBD68.6
Rel. Str. Peer Group83.3
Character TTM
Beta0.179
Beta Downside0.208
Hurst Exponent0.531
Drawdowns 3y
Max DD14.04%
CAGR/Max DD1.31
CAGR/Mean DD6.60

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.4 years of data

Jan +4.0% 40
Feb -0.7% 19
Mar +4.8% 51
Apr +0.1% 0
May -1.5% 22
Jun +0.8% 0
Jul +0.0% 11
Aug -0.4% 12
Sep +2.1% 17
Oct +0.9% 14
Nov -0.6% 33
Dec -0.6% 12

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: HGER Harbor All-Weather

The Harbor All-Weather Inflation Focus ETF (HGER) pursues its investment objective primarily through a subsidiary structure, gaining exposure to an index via one or more excess return swaps. The underlying index consists of futures contracts on physical commodities and is built using QCIs proprietary quantitative methodology, which weights components based on each commoditys relative inflation sensitivity and the relative cost associated with holding a rolling futures position. The fund is classified as non-diversified.

As a Commodities Broad Basket ETF, HGER offers investors exposure across multiple physical commodity sectors rather than concentrating on a single category. The use of excess return swaps through a subsidiary is a common structure for commodity ETFs, as derivatives-based exposure can help the fund track the index while the subsidiary arrangement typically allows the fund to obtain favorable tax treatment on certain types of income.

Headlines to Watch Out For
  • Broad commodity futures returns track inflation data
  • Contango in futures markets erodes ETF roll yields
  • Rising AUM drives fee competition among commodity ETFs
What is the price of HGER shares?

As of July 28, 2026, the stock is trading at USD 31.94 with a total of 634,731 shares traded. Over the past week, the price has changed by +0.13%, over one month by +10.33%, over three months by +0.03% and over the past year by +37.93%.

Current recommended Stop Loss: 31.40 (which is 1.7% or 1.4 ATR below the current price).

Is HGER a buy, sell or hold?

Harbor All-Weather has no consensus analysts rating.