Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HESAX (Horizon ESG Defensive Core Fund) | 8.87% | 26.22% | 17.96% | 10.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HESAX (Horizon ESG Defensive Core Fund) | 01/08/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 26.22 | 17.96 | 10.31 | NA | NA | NA | … | … | 8.87 | 9.42 | 22.20 | 23.33 | -18.95 | 27.24 | 20.86 |
| Sharpe Ratio | NA | 2.09 | 1.11 | 0.55 | NA | NA | NA | … | … | 1.57 | 0.44 | 1.33 | 1.56 | -1.13 | 2.17 | 0.88 |
| Standard Deviation(%) | NA | 11.89 | 13.80 | 14.55 | NA | NA | NA | … | … | 13.34 | 14.79 | 13.93 | 12.69 | 18.09 | 12.57 | 23.91 |
| Draw Down(%) | NA | 9.43 | 18.81 | 22.18 | NA | NA | NA | … | … | 9.43 | 18.81 | 9.44 | 9.62 | 22.18 | 5.57 | 24.55 |
| Yield(%) | 0.00 | 16.45 | 7.32 | 4.85 | 3.55 | 2.36 | 1.77 | … | … | 0.00 | 15.54 | 0.15 | 0.58 | 0.29 | 3.07 | 3.13 |
Data as of 06/04/2026, Common starting date is 01/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESAX (Horizon ESG Defensive Core Fund) |
5.88%
Mar 2022 – Mar 2025 |
8.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESAX (Horizon ESG Defensive Core Fund) |
19.00%
May 2023 – May 2026 |
15.48%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart