Horizon Defined Risk Fund (HNDRX) Alternatives
Horizon Defined Risk Fund (HNDRX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HNDRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HNDRX
HNDRX charges 1.04% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among HNDRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | HNDRX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | HNDRX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | HNDRX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | HNDRX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | HNDRX vs GTEYX |
Best Risk-Adjusted Alternatives to HNDRX
Among mutual funds in the Options Trading category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | HNDRX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | HNDRX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | HNDRX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | HNDRX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | HNDRX vs APLIX |
Top Performing HNDRX Alternatives (YTD)
HNDRX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | HNDRX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | HNDRX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | HNDRX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | HNDRX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | HNDRX vs EIVPX |
Lowest Volatility Alternatives to HNDRX
HNDRX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | HNDRX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | HNDRX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | HNDRX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | HNDRX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | HNDRX vs SDRIX |
Lowest Drawdown Alternatives to HNDRX
HNDRX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | HNDRX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | HNDRX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | HNDRX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | HNDRX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | HNDRX vs JHQDX |
Other Mutual Funds from Horizon Investments
Most popular Horizon Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 42 | -5.48% | Jan 30, 2012 | HNDRX vs AAANX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 27 | -5.62% | Aug 27, 2014 | HNDRX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 50 | -3.13% | Jun 26, 2019 | HNDRX vs USRAX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 20 | -0.88% | Sep 29, 2013 | HNDRX vs AIMNX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 24 | -7.86% | Dec 27, 2019 | HNDRX vs HESGX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 67 | -3.49% | Dec 28, 2016 | HNDRX vs HNDDX |
Often Compared With HNDRX
What investors most often compare with HNDRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HNDRX vs SPY | |
| Aptus Collared Income Opportunity ETF | Diversified Portfolio, Actively Managed | 48 | -3.83% | Jul 10, 2019 | HNDRX vs ACIO | |
| Simplify Hedged Equity ETF | Options Trading | 82 | -1.40% | Nov 1, 2021 | HNDRX vs HEQT | |
| Glenmede Secured Options Portfolio | Options Trading | 34 | -2.70% | Jun 29, 2010 | HNDRX vs GTSOX |
Compare HNDRX with Any Fund or Stock
Compare HNDRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.