AREA Performance — Harbor AlphaEdge Next Generation REITs ETF
Data updated: 2026-03-30
AREA returned +2.83% year to date and +2.79% over one year to Jan 2026. Over one year the fund trailed its Real Estate Equity category average: $100 grew to $103, against $104 for the category. Volatility over the past 12 months was 10.19% a year. In the 12 months to Jan 2026 the fund took in a net $5.6M, and assets reached $7.55M.
AREA Growth of $100
What $100 invested in Harbor AlphaEdge Next Generation REITs ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Real Estate Equity category average over the same months.
| Period | AREA | Category average |
|---|---|---|
| 1 year (Feb 2025 – Jan 2026) | $103 | $104 |
| Since data start (Oct 2024 – Jan 2026) | $92 | $97 |
AREA Trailing Returns
Total returns to Jan 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.83% |
| 1 year | +2.79% |
AREA Annual Returns
Calendar-year total returns of Harbor AlphaEdge Next Generation REITs ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jan) | +2.83% |
| 2025 | +0.12% |
| 2024 (Oct–Dec) | −10.19% |
AREA Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.8% | — | — | — | — | — | — | — | — | — | — | — |
| 2025 | +0.2% | +1.8% | −1.4% | −2.8% | +1.1% | +1.1% | −1.0% | +4.5% | −0.6% | −4.9% | +4.7% | −2.2% |
| 2024 | — | — | — | — | — | — | — | — | — | −4.2% | +2.5% | −8.5% |
AREA Risk
Risk measures from monthly returns over Feb 2025 – Jan 2026.
- 1-year volatility (annualised): 10.19%
- Best month: +4.65% (Nov 2025)
- Worst month: −4.90% (Oct 2025)
AREA Fund Flows
Monthly money in and out of Harbor AlphaEdge Next Generation REITs ETF, from SEC Form N-PORT.
- 12-month net flow: $5.6M
- 12-month gross sales (incl. reinvestments): $5.6M
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $5.6M | $0 | $5.6M |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $0 | $0 | $0 |
| Aug 2025 | $0 | $0 | $0 |
| Jul 2025 | $0 | $0 | $0 |
| Jun 2025 | $0 | $0 | $0 |
| May 2025 | $0 | $0 | $0 |
| Apr 2025 | $0 | $0 | $0 |
| Mar 2025 | $0 | $0 | $0 |
| Feb 2025 | $0 | $0 | $0 |
AREA Assets Under Management
Net assets of Harbor AlphaEdge Next Generation REITs ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-01-31 | $7.55M |
| 2025-10-31 | $1.81M |
| 2025-07-31 | $1.83M |
| 2025-04-30 | $1.81M |
| 2025-01-31 | $1.85M |
| 2024-10-31 | $2.00M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.