Nasdaq - Delayed Quote USD

Horizon Active Risk Assist I (ACRIX)

24.08 +0.21 (+0.88%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.04%
5y Average Return 5.04%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 20.69%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 20.69%
Worst 3Y Total Return 0.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ACRIX
Category
YTD
7.57%
9.69%
1-Month
2.61%
0.97%
3-Month
7.57%
5.21%
1-Year
22.52%
27.45%
3-Year
4.45%
8.85%
5-Year
6.32%
8.56%
10-Year
0.00%
5.61%
Last Bull Market
36.12%
10.63%
Last Bear Market
-11.13%
-12.05%

Annual Total Return (%) History

Year
ACRIX
Category
2024
--
--
2023
16.83%
--
2022
-19.34%
--
2021
20.69%
--
2020
4.39%
9.83%
2019
12.80%
14.61%
2018
-7.36%
-7.70%
2017
18.36%
12.63%

2016
--
5.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.57% -- -- --
2023 2.58% 5.70% -3.70% 11.90%
2022 -6.51% -11.13% -4.20% 1.33%
2021 7.35% 5.40% -0.98% 7.72%
2020 -16.64% 2.59% 7.85% 13.19%
2019 6.05% 0.87% -1.29% 6.83%
2018 1.69% 0.27% 5.02% -13.48%
2017 6.13% 2.87% 4.20% 4.04%
2016 0.59% -- -- --

Rank in Category (By Total Return)

YTD 27
1-Month 47
3-Month 27
1-Year 16
3-Year 30
5-Year 38

Load Adjusted Returns

1-Year 22.52%
3-Year 4.45%
5-Year 6.32%
10-Year --

Performance & Risk

YTD Return 3.04%
5y Average Return 5.04%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Horizon Investments
Net Assets 1.31B
YTD Return 7.57%
Yield 0.86%
Morningstar Rating
Inception Date Aug 28, 2014

Fund Summary

The fund seeks to achieve its objective by using a multi-discipline active asset allocation investment approach. The adviser executes its global securities allocation strategy by allocating assets across one or more sectors of the global securities markets. Normally, the fund invests a majority of its assets in equity securities or ETFs that invest primarily in equity securities; however, it may invest in fixed income securities or in ETFs that invest primarily in such securities.

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