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Horizon Multi-Factor U.S. Equity Advisor (USRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.48-0.05 (-0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.79%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (20 June 2024)27.30%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return27.30%
Worst 3-yr total return9.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUSRTXCategory
YTD10.53%5.31%
1-month4.61%-4.19%
3-month1.85%3.90%
1-year23.59%20.31%
3-year7.76%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market23.96%25.56%
Last bear market-12.46%-15.11%

Annual total return (%) history

Year
USRTXCategory
2024
N/AN/A
2023
14.81%22.32%
2022
-10.83%-16.96%
2021
27.30%26.07%
2020
N/A15.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.64%N/AN/AN/A
20231.36%7.15%-1.70%7.53%
2022-3.27%-12.46%-5.04%10.88%
20218.14%5.96%-0.06%11.17%
202010.60%7.98%8.35%N/A

Rank in category (by total return)

YTD50
1-month50
3-month82
1-year73
3-year57
5-yearN/A

Load adjusted returns

1-year23.59%
3-year7.76%
5-yearN/A
10-yearN/A