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.
| Name | Expense Ratio | TTM Yield ▼ | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
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 | |
Expense Ratio 0.94% | ||||||||
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 | |
Expense Ratio 0.80% Expense Ratio 1.05% | ||||||||
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 | |
Expense Ratio 1.09% Expense Ratio 1.33% | ||||||||
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 | |
Expense Ratio 1.41% | ||||||||
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 | |
Expense Ratio 1.11% Expense Ratio 1.35% | ||||||||
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 | |
Expense Ratio 1.19% | ||||||||
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 | |
Expense Ratio 1.12% | ||||||||
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 | |
Expense Ratio 1.24% | ||||||||
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 | |
Expense Ratio 1.50% | ||||||||
Expense Ratio 0.85% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -25.0% | 3yr Return - | 1yr Return - | Total Assets $8M | 6M Money Flow - | |