Horizon Funds Etf Performance
| HBTA Etf | 29.40 0.02 0.07% |
The etf retains a Market Volatility (i.e., Beta) of 0.0212, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Horizon Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Horizon Funds is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Horizon Funds are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Horizon Funds is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
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Horizon Funds Relative Risk vs. Return Landscape
If you would invest 2,808 in Horizon Funds on September 28, 2025 and sell it today you would earn a total of 132.00 from holding Horizon Funds or generate 4.7% return on investment over 90 days. Horizon Funds is currently generating 0.0791% in daily expected returns and assumes 1.1148% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Horizon, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Horizon Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Horizon Funds' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Horizon Funds, and traders can use it to determine the average amount a Horizon Funds' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0709
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Based on monthly moving average Horizon Funds is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Horizon Funds by adding it to a well-diversified portfolio.
Horizon Funds Fundamentals Growth
Horizon Etf prices reflect investors' perceptions of the future prospects and financial health of Horizon Funds, and Horizon Funds fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Horizon Etf performance.
About Horizon Funds Performance
By analyzing Horizon Funds' fundamental ratios, stakeholders can gain valuable insights into Horizon Funds' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Horizon Funds has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Horizon Funds has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Horizon Funds is entity of United States. It is traded as Etf on NYSE ARCA exchange.| The fund retains 99.88% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Horizon Funds. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. For information on how to trade Horizon Etf refer to our How to Trade Horizon Etf guide.You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
The market value of Horizon Funds is measured differently than its book value, which is the value of Horizon that is recorded on the company's balance sheet. Investors also form their own opinion of Horizon Funds' value that differs from its market value or its book value, called intrinsic value, which is Horizon Funds' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Horizon Funds' market value can be influenced by many factors that don't directly affect Horizon Funds' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Horizon Funds' value and its price as these two are different measures arrived at by different means. Investors typically determine if Horizon Funds is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Horizon Funds' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.