Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSHUX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND INSTITUTIONAL CLASS SHARES) | 36.23% | 10.25% | 30.86% | 15.10% | 17.83% | 13.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSHUX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND INSTITUTIONAL CLASS SHARES) | 10/11/2007 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 10.25 | 30.86 | 15.10 | 17.83 | 13.64 | NA | … | … | 36.23 | -19.32 | 82.64 | -19.54 | 37.42 | 43.12 | 5.49 | 31.74 | -8.11 | 15.89 | 12.08 | -11.37 | -4.65 | 43.07 | 26.54 | -13.16 | 16.49 | 28.60 | -58.63 | -2.18 |
| Sharpe Ratio | NA | -0.07 | 0.74 | 0.36 | 0.53 | NA | NA | … | … | 2.19 | -0.54 | 2.35 | -0.99 | 1.02 | 1.35 | 0.11 | 1.66 | -0.52 | 1.54 | 0.66 | -0.83 | -0.35 | 3.18 | 1.84 | -0.55 | 0.85 | 0.99 | -1.41 | -0.65 |
| Standard Deviation(%) | NA | 37.53 | 36.08 | 34.08 | 30.61 | NA | NA | … | … | 43.24 | 41.08 | 33.64 | 23.57 | 35.39 | 31.81 | 45.75 | 18.29 | 18.16 | 9.94 | 17.90 | 13.77 | 13.24 | 13.53 | 14.49 | 24.10 | 19.35 | 28.90 | 42.12 | 18.56 |
| Draw Down(%) | NA | 26.94 | 45.65 | 45.65 | 50.78 | NA | NA | … | … | 24.24 | 36.96 | 30.84 | 29.70 | 17.37 | 21.63 | 50.78 | 15.51 | 31.74 | 4.82 | 19.70 | 17.12 | 14.93 | 10.37 | 12.41 | 26.96 | 15.12 | 26.56 | 66.37 | 10.22 |
| Yield(%) | 0.00 | 8.34 | 11.16 | 6.08 | 8.26 | 7.25 | 3.38 | … | … | 0.00 | 7.91 | 8.54 | 7.68 | 0.19 | 0.15 | 1.00 | 0.11 | 4.19 | 4.71 | 2.05 | 0.00 | 0.00 | 0.00 | 1.60 | 1.20 | 3.47 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHUX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND INSTITUTIONAL CLASS SHARES) |
-15.88%
Nov 2007 – Nov 2010 |
-7.64%
Nov 2007 – Nov 2012 |
0.60%
Nov 2007 – Nov 2017 |
5.49%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHUX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND INSTITUTIONAL CLASS SHARES) |
41.57%
Nov 2021 – Nov 2024 |
41.67%
Mar 2020 – Mar 2025 |
21.57%
Feb 2016 – Feb 2026 |
16.66%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart