Horizon Investments

Statistics as of Apr 02, 2025

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Found total of 10 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 Return ▼1yr ReturnTotal Assets6M Money Flow
Equity Hedged
Expense Ratio
1.33%
TTM Yield
0.1%
3yr Sharpe
0.49
YTD Return
-1.0%
3yr Return
25.1%
1yr Return
9.7%
Total Assets
$716M
6M Money Flow
$44M
Large Blend
Expense Ratio
1.08%
TTM Yield
0.4%
3yr Sharpe
0.23
YTD Return
-0.4%
3yr Return
24.2%
1yr Return
6.0%
Total Assets
$580M
6M Money Flow
$99M
Large Blend
Expense Ratio
0.95%
TTM Yield
0.3%
3yr Sharpe
0.13
YTD Return
-6.2%
3yr Return
19.7%
1yr Return
3.8%
Total Assets
$453M
6M Money Flow
$52M
Derivative Income
Expense Ratio
1.25%
TTM Yield
0.6%
3yr Sharpe
0.12
YTD Return
-1.2%
3yr Return
19.1%
1yr Return
9.9%
Total Assets
$122M
6M Money Flow
$7M
Tactical Allocation
Expense Ratio
1.20%
TTM Yield
0.6%
3yr Sharpe
-0.03
YTD Return
-1.1%
3yr Return
12.5%
1yr Return
5.3%
Total Assets
$8M
6M Money Flow
-$46M
Tactical Allocation
Expense Ratio
1.19%
TTM Yield
0.8%
3yr Sharpe
-0.04
YTD Return
-2.9%
3yr Return
12.4%
1yr Return
2.3%
Total Assets
$36M
6M Money Flow
-$332M
Intermediate Core-Plus Bond
Expense Ratio
0.91%
TTM Yield
4.1%
3yr Sharpe
-0.69
YTD Return
2.4%
3yr Return
-0.2%
1yr Return
5.4%
Total Assets
$237M
6M Money Flow
-$193K
Small Blend
Expense Ratio
1.09%
TTM Yield
0.1%
3yr Sharpe
-
YTD Return
-2.8%
3yr Return
-
1yr Return
6.6%
Total Assets
$380M
6M Money Flow
$316M
Multisector Bond
Expense Ratio
0.79%
TTM Yield
5.1%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
3.0%
Total Assets
$223M
6M Money Flow
$880K
Derivative Income
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-12.7%
3yr Return
-
1yr Return
-
Total Assets
$9M
6M Money Flow
-