ARANX vs. STRV

In the year-to-date period, ARANX achieves a -0.37% return, which is significantly higher than STRV's -0.85% return.

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ARANX has a 1.17% expense ratio, which is higher than STRV's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Horizon Active Risk Assist Fund (ARANX) and Strive 500 ETF (STRV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ARANX Sharpe Ratio is -0.27, which is lower than the STRV Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of ARANX and STRV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARANX's dividend yield for the trailing twelve months is around 10.38%, more than STRV's 1.11% yield.

The maximum ARANX drawdown since its inception was -26.70%, which is greater than STRV's maximum drawdown of -18.99%. Use the drawdown chart below to compare losses from any high point for ARANX and STRV.

The current volatility for Horizon Active Risk Assist Fund (ARANX) is 3.17%, while Strive 500 ETF (STRV) has a volatility of 4.55%. This indicates that ARANX experiences smaller price fluctuations and is considered to be less risky than STRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.