Nasdaq - Delayed Quote USD
Horizon Active Risk Assist Fund (ARAAX)
25.22
+0.13
+(0.52%)
At close: 6:25:06 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.72% |
| 5y Average Return | 6.31% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 14, 2025) | 20.40% |
| Worst 1Y Total Return (Feb 14, 2025) | -- |
| Best 3Y Total Return | 20.40% |
| Worst 3Y Total Return | 0.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ARAAX
Category
- YTD
- 3.01%
- 9.69%
- 1-Month
- 3.01%
- 0.97%
- 3-Month
- 2.98%
- 5.21%
- 1-Year
- 16.65%
- 27.45%
- 3-Year
- 4.96%
- 8.85%
- 5-Year
- 6.85%
- 8.56%
- 10-Year
- 5.29%
- 5.61%
- Last Bull Market
- 13.34%
- 10.63%
- Last Bear Market
- -11.16%
- -12.05%
Annual Total Return (%) History
Year
ARAAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.46% | 3.23% | 4.80% | -2.42% |
| 2023 | 2.54% | 5.58% | -3.77% | 11.85% |
| 2022 | -6.57% | -11.16% | -4.27% | 1.27% |
| 2021 | 7.27% | 5.33% | -1.02% | 7.66% |
| 2020 | -16.70% | 2.48% | 7.76% | 13.17% |
| 2019 | 5.90% | 0.92% | -1.39% | 6.69% |
| 2018 | 1.65% | 0.18% | 4.98% | -13.54% |
| 2017 | 6.03% | 2.77% | 4.16% | 3.93% |
| 2016 | -1.26% | 0.80% | 3.07% | 0.52% |
| 2015 | 2.68% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 28 |
| 1-Month | 28 |
| 3-Month | 48 |
| 1-Year | 27 |
| 3-Year | 40 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 16.65% |
| 3-Year | 4.96% |
| 5-Year | 6.85% |
| 10-Year | 5.29% |
Performance & Risk
| YTD Return | 4.72% |
| 5y Average Return | 6.31% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Horizon Investments |
| Net Assets | 1.35B |
| YTD Return | 3.01% |
| Yield | 0.50% |
| Morningstar Rating | |
| Inception Date | Sep 04, 2015 |
Fund Summary
The fund seeks to achieve its objective by using a multi-discipline active asset allocation investment approach. The adviser executes its global securities allocation strategy by allocating assets across one or more sectors of the global securities markets. Normally, the fund invests a majority of its assets in equity securities or ETFs that invest primarily in equity securities; however, it may invest in fixed income securities or in ETFs that invest primarily in such securities.
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