Here you can find all mutual funds issued by Horizon Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Horizon Investments
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Horizon Active Asset Allocation Fund | Tactical Allocation | Jan 30, 2012 | 1.14% | 3.87% | 7.39% | 0.75% | ||||||||
Horizon Active Income Fund | Intermediate Core-Plus Bond | Sep 29, 2013 | 0.89% | -2.25% | -0.09% | 4.06% | ||||||||
Horizon Active Risk Assist Fund | Diversified Portfolio | Aug 27, 2014 | 1.17% | 4.03% | — | 0.80% | ||||||||
Horizon ESG Defensive Core Fund | Large Cap Blend Equities | Dec 27, 2019 | 1.02% | 6.76% | — | 0.57% | ||||||||
Horizon Active Dividend Fund | Large Cap Value Equities | Dec 28, 2016 | 1.10% | 7.18% | — | 1.34% | ||||||||
Horizon Defined Risk Fund | Options Trading | Dec 27, 2017 | 1.04% | 3.72% | — | 0.20% | ||||||||
Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | Jun 26, 2019 | 1.17% | 7.74% | — | 2.59% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years