Nasdaq - Delayed Quote USD
Horizon Defined Risk Advisor (HADRX)
77.05
+0.43
+(0.56%)
At close: 8:01:34 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.05% |
| 5y Average Return | 9.15% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 30, 2025) | 15.25% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 15.25% |
| Worst 3Y Total Return | 3.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HADRX
Category
- YTD
- -1.05%
- 6.64%
- 1-Month
- -2.20%
- 1.03%
- 3-Month
- -1.05%
- 3.58%
- 1-Year
- 9.15%
- 16.67%
- 3-Year
- 7.72%
- 6.96%
- 5-Year
- 10.35%
- 6.01%
- 10-Year
- 0.00%
- 4.42%
- Last Bull Market
- 12.07%
- 12.48%
- Last Bear Market
- -7.52%
- -10.95%
Annual Total Return (%) History
Year
HADRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.05% | -- | -- | -- |
| 2024 | 4.48% | 3.40% | 4.24% | 2.33% |
| 2023 | 4.16% | 4.37% | -0.53% | 6.13% |
| 2022 | -4.86% | -7.52% | -1.20% | 4.51% |
| 2021 | 0.66% | 4.37% | 0.80% | 6.61% |
| 2020 | -12.17% | 8.46% | 5.83% | 6.21% |
| 2019 | 5.38% | 2.26% | 0.85% | 4.03% |
| 2018 | 1.78% | 4.65% | -7.02% | -- |
Rank in Category (By Total Return)
| YTD | 33 |
| 1-Month | 34 |
| 3-Month | 33 |
| 1-Year | 8 |
| 3-Year | 15 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 9.15% |
| 3-Year | 7.72% |
| 5-Year | 10.35% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -1.05% |
| 5y Average Return | 9.15% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.47 |
| Morningstar Risk Rating |
Fund Overview
| Category | Options Trading |
| Fund Family | Horizon Investments |
| Net Assets | 713.21M |
| YTD Return | -1.05% |
| Yield | 0.02% |
| Morningstar Rating | |
| Inception Date | Dec 28, 2017 |
Fund Summary
The fund's investment adviser seeks to achieve the fund's investment objective by investing in a broadly diversified portfolio of equity securities (the "Equity Portfolio"), while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options (the "Options Portfolio"). The Equity Portfolio typically focuses on investing in individual stocks. The Options Portfolio will generally consist of options "collars".
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