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Horizon Multi-Factor U.S. Equity Inv (USRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.43-0.04 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.84%
5-year average return10.44%
Number of years up3
Number of years down1
Best 1-yr total return (25 June 2024)27.50%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return27.50%
Worst 3-yr total return6.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSRAXCategory
YTD10.58%5.31%
1-month4.61%-4.19%
3-month1.88%3.90%
1-year23.71%20.31%
3-year7.90%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market24.03%25.56%
Last bear market-12.44%-15.11%

Annual total return (%) history

Year
USRAXCategory
2024
N/AN/A
2023
14.97%22.32%
2022
-10.72%-16.96%
2021
27.50%26.07%
2020
5.17%15.83%
2019
N/A28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.69%N/AN/AN/A
20231.40%7.20%-1.66%7.55%
2022-3.23%-12.44%-4.99%10.90%
20218.21%5.98%-0.03%11.21%
2020-18.80%10.64%8.02%8.38%
20193.30%1.80%N/AN/A

Rank in category (by total return)

YTD48
1-month50
3-month81
1-year72
3-year53
5-yearN/A

Load adjusted returns

1-year23.71%
3-year7.90%
5-yearN/A
10-yearN/A