Horizon Active Financial Statements From 2010 to 2024
| ARAAX Fund | USD 27.18 0.03 0.11% |
Check Horizon Active financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Horizon Active's main balance sheet or income statement drivers, such as , as well as many indicators such as . Horizon financial statements analysis is a perfect complement when working with Horizon Active Valuation or Volatility modules.
Horizon |
Horizon Active Risk Mutual Fund Five Year Return Analysis
Horizon Active's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Horizon Active Five Year Return | 7.14 % |
Most of Horizon Active's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Horizon Active Risk is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Horizon Active Risk has a Five Year Return of 7.1385%. This is much higher than that of the Horizon Investments family and significantly higher than that of the Tactical Allocation category. The five year return for all United States funds is notably lower than that of the firm.
Horizon Active Risk Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Horizon Active's current stock value. Our valuation model uses many indicators to compare Horizon Active value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Horizon Active competition to find correlations between indicators driving Horizon Active's intrinsic value. More Info.Horizon Active Risk is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 3,544 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Horizon Active's earnings, one of the primary drivers of an investment's value.About Horizon Active Financial Statements
Horizon Active investors use historical fundamental indicators, such as Horizon Active's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Horizon Active. Please read more on our technical analysis and fundamental analysis pages.
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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Horizon Mutual Fund
Horizon Active financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Active security.
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