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HADRX: HORIZON DEFINED RISK FUND ADVISOR CLASS (MUTUAL FUND)
Basic Info 69.86 0.18(0.26%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 02/05/2018 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.11% |
Expenses | 1.26% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 4.0 | 13.6 | 5.6 | 6.4 | 6.0 | 14.8 | -10.3 | 12.9 | 7.1 | 13.0 | -1.9 |
Sharpe Ratio | NA | 1.19 | 1.57 | 0.3 | 0.41 | 0.39 | 1.59 | -0.91 | 1.87 | 0.36 | 1.89 | -0.38 |
Draw Down(%) | NA | 1.8 | 3.5 | 14.1 | 20.7 | 20.7 | 4.2 | 14.1 | 2.6 | 20.7 | 3.3 | 9.7 |
Standard Deviation(%) | NA | 4.3 | 5.1 | 9.1 | 11.4 | 10.8 | 6.7 | 12.9 | 6.9 | 18.8 | 6.2 | 9.1 |
Treynor Ratio | NA | 0.16 | 0.2 | 0.06 | 0.09 | 0.08 | 0.22 | -0.24 | 0.28 | 0.13 | 0.25 | -0.07 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 |
Beta | NA | 0.32 | 0.39 | 0.49 | 0.5 | 0.5 | 0.47 | 0.5 | 0.46 | 0.52 | 0.46 | 0.51 |
RSquared | NA | 0.78 | 0.88 | 0.91 | 0.91 | 0.91 | 0.93 | 0.92 | 0.85 | 0.92 | 0.9 | 0.89 |
Yield(%) | N/A | 0.0 | 0.1 | 0.1 | 0.3 | N/A | 0.1 | 0.1 | 0.1 | 0.4 | 0.5 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -37.5 | N/A | N/A | N/A | -37.5 | 0.0 | -65.2 | -4.2 | 14.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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