Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HADRX (HORIZON DEFINED RISK FUND ADVISOR CLASS) | 4.17% | 12.69% | 12.55% | 8.57% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HADRX (HORIZON DEFINED RISK FUND ADVISOR CLASS) | 02/05/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 12.69 | 12.55 | 8.57 | NA | NA | NA | … | … | 4.17 | 10.61 | 15.25 | 14.77 | -9.16 | 12.89 | 7.06 | 13.05 | -1.91 |
| Sharpe Ratio | NA | 1.85 | 1.17 | 0.67 | NA | NA | NA | … | … | 1.37 | 0.68 | 1.76 | 1.68 | -0.83 | 1.84 | 0.36 | 1.88 | -0.39 |
| Standard Deviation(%) | NA | 5.94 | 8.33 | 9.26 | NA | NA | NA | … | … | 6.89 | 11.46 | 6.59 | 6.66 | 12.79 | 7.01 | 18.78 | 6.16 | 9.09 |
| Draw Down(%) | NA | 4.49 | 11.44 | 14.06 | NA | NA | NA | … | … | 4.49 | 11.44 | 4.49 | 4.19 | 14.06 | 2.64 | 20.74 | 3.32 | 9.70 |
| Yield(%) | 0.00 | 0.05 | 0.06 | 0.33 | 0.34 | 0.22 | 0.17 | … | … | 0.00 | 0.05 | 0.02 | 0.09 | 1.22 | 0.13 | 0.42 | 0.51 | 0.42 |
Data as of 06/05/2026, Common starting date is 02/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HADRX (HORIZON DEFINED RISK FUND ADVISOR CLASS) |
3.01%
Sep 2019 – Sep 2022 |
4.53%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HADRX (HORIZON DEFINED RISK FUND ADVISOR CLASS) |
14.42%
Sep 2022 – Sep 2025 |
10.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart