Horizon Investments

Statistics as of Apr 04, 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 Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Derivative Income
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-25.0%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
-
Equity Hedged
Expense Ratio
1.33%
TTM Yield
0.1%
3yr Sharpe
0.49
YTD Return
-7.5%
3yr Return
16.2%
1yr Return
2.8%
Total Assets
$670M
6M Money Flow
$44M
Small Blend
Expense Ratio
1.09%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
-12.9%
3yr Return
-
1yr Return
-3.6%
Total Assets
$348M
6M Money Flow
$316M
Large Blend
Expense Ratio
0.95%
TTM Yield
0.3%
3yr Sharpe
0.13
YTD Return
-14.1%
3yr Return
8.9%
1yr Return
-3.5%
Total Assets
$416M
6M Money Flow
$52M
Large Blend
Expense Ratio
1.08%
TTM Yield
0.4%
3yr Sharpe
0.23
YTD Return
-9.8%
3yr Return
12.3%
1yr Return
-2.8%
Total Assets
$526M
6M Money Flow
$99M
Tactical Allocation
Expense Ratio
1.20%
TTM Yield
0.6%
3yr Sharpe
-0.03
YTD Return
-9.3%
3yr Return
2.6%
1yr Return
-2.5%
Total Assets
$1B
6M Money Flow
-$46M
Derivative Income
Expense Ratio
1.25%
TTM Yield
0.7%
3yr Sharpe
0.12
YTD Return
-11.0%
3yr Return
7.2%
1yr Return
0.2%
Total Assets
$110M
6M Money Flow
$7M
Tactical Allocation
Expense Ratio
1.19%
TTM Yield
0.9%
3yr Sharpe
-0.04
YTD Return
-12.4%
3yr Return
0.8%
1yr Return
-6.9%
Total Assets
$663M
6M Money Flow
-$332M
Intermediate Core-Plus Bond
Expense Ratio
0.91%
TTM Yield
4.1%
3yr Sharpe
-0.69
YTD Return
1.9%
3yr Return
-0.7%
1yr Return
4.6%
Total Assets
$236M
6M Money Flow
-$193K
Multisector Bond
Expense Ratio
0.79%
TTM Yield
5.2%
3yr Sharpe
-
YTD Return
-1.4%
3yr Return
-
1yr Return
0.9%
Total Assets
$219M
6M Money Flow
$880K