Horizon Investments

Statistics as of May 27, 2025

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Found total of 12 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.41
YTD Return
2.9%
3yr Return
34.8%
1yr Return
9.6%
Total Assets
$617M
6M Money Flow
$66M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
0.22
YTD Return
-6.8%
3yr Return
30.2%
1yr Return
1.3%
Total Assets
$473M
6M Money Flow
$62M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-0.09
YTD Return
-2.6%
3yr Return
11.1%
1yr Return
1.4%
Total Assets
$309M
6M Money Flow
-$76M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
6.8%
Total Assets
$454M
6M Money Flow
$310M
Infrastructure
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
0.40
YTD Return
10.7%
3yr Return
27.3%
1yr Return
26.0%
Total Assets
$47M
6M Money Flow
$10M
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.07
YTD Return
0.3%
3yr Return
22.9%
1yr Return
4.6%
Total Assets
$1B
6M Money Flow
-$31M
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.14
YTD Return
0.9%
3yr Return
23.7%
1yr Return
4.4%
Total Assets
$739M
6M Money Flow
-$279M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.1%
3yr Sharpe
0.73
YTD Return
1.7%
3yr Return
34.4%
1yr Return
10.0%
Total Assets
$761M
6M Money Flow
$49M
Derivative Income
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
0.23
YTD Return
1.6%
3yr Return
25.6%
1yr Return
11.9%
Total Assets
$122M
6M Money Flow
$2M
Derivative Income
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.1%
3yr Return
-
1yr Return
-
Total Assets
$30M
6M Money Flow
-
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
4.2%
3yr Sharpe
-0.51
YTD Return
0.0%
3yr Return
1.6%
1yr Return
3.4%
Total Assets
$264M
6M Money Flow
-$6M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
5.6%
3yr Sharpe
-
YTD Return
-2.6%
3yr Return
-
1yr Return
0.6%
Total Assets
$177M
6M Money Flow
-$2M