Nasdaq - Delayed Quote USD
Horizon Defined Risk Advisor (HADRX)
77.05
+0.43
+(0.56%)
At close: May 1 at 6:46:35 PM EDT
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".
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.25% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HADRX | Category Average | HADRX | Category Average | HADRX | Category Average | |
| Alpha | 1.63 | 0 | 1.27 | -0 | -- | 0 |
| BETA | 0.47 | 0 | 0.49 | 0 | -- | 0 |
| Mean Annual Return | 0.65 | 0.01 | 0.85 | 0.01 | -- | 0 |
| R-squared | 91.47 | 0.66 | 89.63 | 0.64 | -- | 0.59 |
| Standard Deviation | 8.02 | 0.1 | 8.18 | 0.08 | -- | 0.07 |
| Sharpe Ratio | 0.41 | 0.01 | 0.91 | 0.01 | -- | 0.01 |
| Treynor Ratio | 6.65 | -0.35 | 15.48 | 0.18 | -- | 0.1 |
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