Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USRTX (Horizon U.S. Defensive Equity Fund Advisor Class) | 9.25% | 20.14% | 17.44% | 10.94% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USRTX (Horizon U.S. Defensive Equity Fund Advisor Class) | 02/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 20.14 | 17.44 | 10.94 | NA | NA | NA | … | … | 9.25 | 15.09 | 17.57 | 14.84 | -10.84 | 27.79 | 5.14 |
| Sharpe Ratio | NA | 1.95 | 1.15 | 0.57 | NA | NA | NA | … | … | 2.06 | 0.77 | 1.26 | 0.95 | -0.59 | 2.14 | 0.23 |
| Standard Deviation(%) | NA | 9.71 | 12.68 | 14.67 | NA | NA | NA | … | … | 10.33 | 15.90 | 11.11 | 11.82 | 20.75 | 12.96 | 23.26 |
| Draw Down(%) | NA | 7.06 | 15.67 | 19.82 | NA | NA | NA | … | … | 7.06 | 15.67 | 7.34 | 8.47 | 19.59 | 6.16 | 23.36 |
| Yield(%) | 0.00 | 6.99 | 7.01 | 7.97 | 4.84 | 3.23 | 2.42 | … | … | 0.00 | 7.32 | 9.09 | 3.04 | 0.40 | 25.88 | 0.28 |
Data as of 06/03/2026, Common starting date is 02/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USRTX (Horizon U.S. Defensive Equity Fund Advisor Class) |
6.38%
Dec 2021 – Dec 2024 |
10.14%
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 |
|---|---|---|---|---|
| USRTX (Horizon U.S. Defensive Equity Fund Advisor Class) |
19.14%
Sep 2022 – Sep 2025 |
14.55%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart