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Horizon Defined Risk Advisor (HADRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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72.53-0.11 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.10%
5-year average return7.32%
Number of years up4
Number of years down1
Best 1-yr total return (19 June 2024)14.77%
Worst 1-yr total return (19 June 2024)N/A
Best 3-yr total return14.77%
Worst 3-yr total return3.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHADRXCategory
YTD6.34%6.64%
1-month2.69%1.03%
3-month3.09%3.58%
1-year15.13%16.67%
3-year6.65%6.96%
5-year7.79%6.01%
10-year0.00%4.42%
Last bull market11.29%12.48%
Last bear market-7.52%-10.95%

Annual total return (%) history

Year
HADRXCategory
2024
N/AN/A
2023
14.77%N/A
2022
-9.15%N/A
2021
12.89%N/A
2020
7.06%7.16%
2019
13.05%11.34%
2018
N/A-3.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.48%N/AN/AN/A
20234.16%4.37%-0.53%6.13%
2022-4.86%-7.52%-1.20%4.51%
20210.66%4.37%0.80%6.61%
2020-12.17%8.46%5.83%6.21%
20195.38%2.26%0.85%4.03%
20181.78%4.65%-7.02%N/A

Rank in category (by total return)

YTD40
1-month56
3-month32
1-year61
3-year41
5-year47

Load adjusted returns

1-year15.13%
3-year6.65%
5-year7.79%
10-yearN/A