Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USRAX (Horizon U.S. Defensive Equity Fund Investor Class) | 7.65% | 18.97% | 16.99% | 10.68% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USRAX (Horizon U.S. Defensive Equity Fund Investor Class) | 06/27/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 18.97 | 16.99 | 10.68 | NA | NA | NA | … | … | 7.65 | 15.28 | 17.68 | 15.00 | -10.73 | 27.99 | 5.17 | 5.87 |
| Sharpe Ratio | NA | 1.95 | 1.17 | 0.58 | NA | NA | NA | … | … | 2.07 | 0.78 | 1.27 | 0.97 | -0.59 | 2.16 | 0.22 | 1.05 |
| Standard Deviation(%) | NA | 9.77 | 12.68 | 14.69 | NA | NA | NA | … | … | 10.35 | 15.95 | 11.05 | 11.80 | 20.80 | 12.94 | 22.44 | 9.99 |
| Draw Down(%) | NA | 7.07 | 15.66 | 19.72 | NA | NA | NA | … | … | 7.07 | 15.66 | 7.34 | 8.44 | 19.50 | 6.15 | 23.39 | 4.61 |
| Yield(%) | 0.00 | 7.24 | 7.20 | 8.12 | 5.25 | 3.50 | 2.63 | … | … | 0.00 | 7.57 | 9.31 | 3.14 | 0.71 | 26.04 | 0.32 | 0.27 |
Data as of 06/05/2026, Common starting date is 06/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRAX (Horizon U.S. Defensive Equity Fund Investor Class) |
3.33%
Sep 2019 – Sep 2022 |
10.21%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRAX (Horizon U.S. Defensive Equity Fund Investor Class) |
19.28%
Sep 2022 – Sep 2025 |
14.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart