Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSHCX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS C SHARES) | 35.75% | 7.30% | 29.59% | 14.15% | 16.77% | 12.45% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSHCX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS C SHARES) | 06/26/2007 | 06/03/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 7.30 | 29.59 | 14.15 | 16.77 | 12.45 | NA | … | … | 35.75 | -20.13 | 80.85 | -20.36 | 35.75 | 41.73 | 4.47 | 30.34 | -9.00 | 14.74 | 10.90 | -12.22 | -5.66 | 42.22 | 25.44 | -13.78 | 15.52 | 28.45 | -58.68 | 7.36 |
| Sharpe Ratio | NA | -0.10 | 0.71 | 0.32 | 0.49 | NA | NA | … | … | 2.15 | -0.56 | 2.30 | -1.03 | 0.97 | 1.31 | 0.09 | 1.58 | -0.57 | 1.41 | 0.60 | -0.89 | -0.43 | 3.10 | 1.76 | -0.57 | 0.81 | 0.98 | -1.42 | 0.69 |
| Standard Deviation(%) | NA | 37.52 | 36.08 | 34.08 | 30.62 | NA | NA | … | … | 43.24 | 41.09 | 33.62 | 23.58 | 35.41 | 31.80 | 45.81 | 18.29 | 18.16 | 10.05 | 17.86 | 13.81 | 13.25 | 13.61 | 14.56 | 24.08 | 19.10 | 28.85 | 42.02 | 17.41 |
| Draw Down(%) | NA | 27.33 | 46.21 | 46.21 | 50.88 | NA | NA | … | … | 24.30 | 37.50 | 30.89 | 30.03 | 17.49 | 22.09 | 50.88 | 15.86 | 31.97 | 5.13 | 19.81 | 17.78 | 15.09 | 10.42 | 12.46 | 27.15 | 15.35 | 26.61 | 66.52 | 11.15 |
| Yield(%) | 0.00 | 9.22 | 11.49 | 6.16 | 7.95 | 6.52 | 3.34 | … | … | 0.00 | 8.86 | 7.54 | 8.08 | 0.00 | 0.24 | 0.03 | 0.00 | 4.40 | 4.52 | 2.11 | 0.00 | 0.00 | 0.00 | 0.65 | 0.35 | 2.66 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHCX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS C SHARES) |
-18.14%
Oct 2007 – Oct 2010 |
-8.94%
Oct 2007 – Oct 2012 |
-0.76%
Oct 2007 – Oct 2017 |
4.61%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHCX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS C SHARES) |
40.09%
Nov 2021 – Nov 2024 |
40.19%
Mar 2020 – Mar 2025 |
20.33%
Feb 2016 – Feb 2026 |
15.59%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart