HRZN vs. PECO
Compare and contrast key facts about Horizon Technology Finance Corporation (HRZN) and Phillips Edison & Company, Inc. (PECO).
Performance
HRZN vs. PECO - Performance Comparison
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HRZN vs. PECO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HRZN Horizon Technology Finance Corporation | -32.19% | -14.44% | -22.87% | 26.99% | -19.72% | -5.99% |
PECO Phillips Edison & Company, Inc. | 5.62% | -1.59% | 6.20% | 18.53% | -0.33% | 20.40% |
Fundamentals
HRZN:
$176.59M
PECO:
$5.17B
HRZN:
$1.05
PECO:
$0.79
HRZN:
3.96
PECO:
47.12
HRZN:
0.08
PECO:
0.69
HRZN:
4.33
PECO:
6.25
HRZN:
0.55
PECO:
2.26
HRZN:
$41.52M
PECO:
$838.41M
HRZN:
-$3.93M
PECO:
$516.86M
HRZN:
-$10.37M
PECO:
$465.22M
Returns By Period
In the year-to-date period, HRZN achieves a -32.19% return, which is significantly lower than PECO's 5.62% return.
HRZN
- 1D
- -0.95%
- 1M
- -30.17%
- YTD
- -32.19%
- 6M
- -24.71%
- 1Y
- -46.83%
- 3Y*
- -17.16%
- 5Y*
- -12.04%
- 10Y*
- 1.00%
PECO
- 1D
- -0.48%
- 1M
- -6.10%
- YTD
- 5.62%
- 6M
- 11.05%
- 1Y
- 4.72%
- 3Y*
- 8.19%
- 5Y*
- —
- 10Y*
- —
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Return for Risk
HRZN vs. PECO — Risk / Return Rank
HRZN
PECO
HRZN vs. PECO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Technology Finance Corporation (HRZN) and Phillips Edison & Company, Inc. (PECO). 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.
| HRZN | PECO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.13 | 0.27 | -1.40 |
Sortino ratioReturn per unit of downside risk | -1.48 | 0.52 | -2.00 |
Omega ratioGain probability vs. loss probability | 0.75 | 1.06 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.96 | 0.55 | -1.51 |
Martin ratioReturn relative to average drawdown | -1.97 | 1.12 | -3.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HRZN | PECO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.13 | 0.27 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.40 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.44 | -0.37 |
Correlation
The correlation between HRZN and PECO is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HRZN vs. PECO - Dividend Comparison
HRZN's dividend yield for the trailing twelve months is around 30.46%, more than PECO's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRZN Horizon Technology Finance Corporation | 30.46% | 20.47% | 15.24% | 10.40% | 10.86% | 7.85% | 9.44% | 9.28% | 10.67% | 10.70% | 12.96% | 11.76% |
PECO Phillips Edison & Company, Inc. | 3.41% | 3.52% | 3.18% | 3.12% | 3.43% | 1.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HRZN vs. PECO - Drawdown Comparison
The maximum HRZN drawdown since its inception was -61.42%, which is greater than PECO's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for HRZN and PECO.
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Drawdown Indicators
| HRZN | PECO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.42% | -23.11% | -38.31% |
Max Drawdown (1Y)Largest decline over 1 year | -48.21% | -10.46% | -37.75% |
Max Drawdown (5Y)Largest decline over 5 years | -61.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -61.42% | — | — |
Current DrawdownCurrent decline from peak | -60.18% | -6.10% | -54.08% |
Average DrawdownAverage peak-to-trough decline | -12.76% | -6.68% | -6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.59% | 5.18% | +18.41% |
Volatility
HRZN vs. PECO - Volatility Comparison
Horizon Technology Finance Corporation (HRZN) has a higher volatility of 30.22% compared to Phillips Edison & Company, Inc. (PECO) at 3.06%. This indicates that HRZN's price experiences larger fluctuations and is considered to be riskier than PECO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRZN | PECO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 30.22% | 3.06% | +27.16% |
Volatility (6M)Calculated over the trailing 6-month period | 34.94% | 9.58% | +25.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.59% | 17.46% | +24.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.50% | 22.75% | +7.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.80% | 22.75% | +13.05% |
Financials
HRZN vs. PECO - Financials Comparison
This section allows you to compare key financial metrics between Horizon Technology Finance Corporation and Phillips Edison & Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities