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HADUX: HORIZON ACTIVE DIVIDEND FUND ADVISOR CLASS (MUTUAL FUND)
Basic Info 65.49 0.09(0.14%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (77%) |
Start Date: | 06/23/2017 |
Last Dividend Date: | 02/22/2024 |
12-Mo. Yield | 1.83% |
Expenses | 1.13% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.1 | 5.7 | 11.3 | 3.5 | 4.8 | 6.0 | 6.1 | -7.1 | 20.2 | -3.4 | 17.0 | -8.6 | 12.8 |
Sharpe Ratio | NA | 2.69 | 1.09 | 0.17 | 0.19 | 0.27 | 0.17 | -0.44 | 1.79 | -0.11 | 1.34 | -0.77 | 4.08 |
Draw Down(%) | NA | 2.3 | 8.9 | 19.1 | 36.3 | 36.3 | 8.9 | 19.1 | 6.3 | 36.3 | 8.8 | 18.3 | 1.9 |
Standard Deviation(%) | NA | 9.6 | 9.6 | 14.0 | 18.5 | 16.9 | 10.7 | 19.1 | 11.3 | 31.5 | 11.6 | 12.9 | 6.2 |
Treynor Ratio | NA | 0.32 | 0.15 | 0.03 | 0.05 | 0.06 | 0.03 | -0.12 | 0.31 | -0.04 | 0.19 | -0.14 | 0.37 |
Alpha | NA | 0.02 | -0.02 | 0.0 | -0.02 | -0.02 | -0.05 | 0.03 | 0.01 | -0.08 | -0.02 | -0.02 | 0.04 |
Beta | NA | 0.79 | 0.71 | 0.71 | 0.78 | 0.78 | 0.68 | 0.71 | 0.64 | 0.86 | 0.81 | 0.69 | 0.68 |
RSquared | NA | 0.95 | 0.81 | 0.82 | 0.86 | 0.85 | 0.74 | 0.87 | 0.61 | 0.92 | 0.79 | 0.81 | 0.55 |
Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | 1.4 | 1.8 | 4.5 | 1.8 | 2.9 | 4.9 | 2.3 |
Dividend Growth(%) | N/A | -95.3 | N/A | N/A | N/A | N/A | -27.4 | -53.2 | 129.4 | -27.3 | -49.7 | 134.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2017
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