Horizon Spin Off And Fund Manager Performance Evaluation

LSHUX Fund  USD 27.74  0.43  1.53%   
The fund retains a Market Volatility (i.e., Beta) of -0.82, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Horizon Spin-off are expected to decrease at a much lower rate. During the bear market, Horizon Spin-off is likely to outperform the market.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Horizon Spin Off And are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Horizon Spin-off showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date30th of April 2025
Expense Ratio1.2900
  

Horizon Spin-off Relative Risk vs. Return Landscape

If you would invest  2,229  in Horizon Spin Off And on November 3, 2025 and sell it today you would earn a total of  545.00  from holding Horizon Spin Off And or generate 24.45% return on investment over 90 days. Horizon Spin Off And is currently producing 0.3934% returns and takes up 2.8906% volatility of returns over 90 trading days. Put another way, 25% of traded mutual funds are less volatile than Horizon, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Horizon Spin-off is expected to generate 3.9 times more return on investment than the market. However, the company is 3.9 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Horizon Spin-off Current Valuation

Overvalued
Today
27.74
Please note that Horizon Spin-off's price fluctuation is not too volatile at this time. At this time, the entity appears to be overvalued. Horizon Spin Off retains a regular Real Value of $24.77 per share. The prevalent price of the fund is $27.74. We determine the value of Horizon Spin Off from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Horizon Spin-off is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Horizon Mutual Fund. However, Horizon Spin-off's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  27.74 Real  24.77 Hype  27.74 Naive  27.64
The intrinsic value of Horizon Spin-off's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Horizon Spin-off's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
24.77
Real Value
30.51
Upside
Estimating the potential upside or downside of Horizon Spin Off And helps investors to forecast how Horizon mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Horizon Spin-off more accurately as focusing exclusively on Horizon Spin-off's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.1025.8929.69
Details
Hype
Prediction
LowEstimatedHigh
24.8527.7430.63
Details
Naive
Forecast
LowNext ValueHigh
24.7427.6430.53
Details

Horizon Spin-off Target Price Odds to finish over Current Price

The tendency of Horizon Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 27.74 90 days 27.74 
under 4
Based on a normal probability distribution, the odds of Horizon Spin-off to move above the current price in 90 days from now is under 4 (This Horizon Spin Off And probability density function shows the probability of Horizon Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Horizon Spin Off And has a beta of -0.82. This indicates as returns on the benchmark increase, returns on holding Horizon Spin-off are expected to decrease at a much lower rate. During a bear market, however, Horizon Spin Off And is likely to outperform the market. Additionally Horizon Spin Off And has an alpha of 0.4121, implying that it can generate a 0.41 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Horizon Spin-off Price Density   
       Price  

Predictive Modules for Horizon Spin-off

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Horizon Spin Off. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Horizon Spin-off's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
24.8527.7430.63
Details
Intrinsic
Valuation
LowRealHigh
21.8824.7730.51
Details
Naive
Forecast
LowNextHigh
24.7427.6430.53
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.1025.8929.69
Details

Horizon Spin-off Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Horizon Spin-off is not an exception. The market had few large corrections towards the Horizon Spin-off's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Horizon Spin Off And, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Horizon Spin-off within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.41
β
Beta against Dow Jones-0.82
σ
Overall volatility
2.42
Ir
Information ratio 0.12

Horizon Spin-off Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Horizon Spin-off for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Horizon Spin Off can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 5.92% of its assets in cash

Horizon Spin-off Fundamentals Growth

Horizon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Horizon Spin-off, and Horizon Spin-off 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 Mutual Fund performance.

About Horizon Spin-off Performance

Evaluating Horizon Spin-off's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Horizon Spin-off 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 Spin-off has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will pursue its investment objective by investing at least 80 percent of its net assets in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. Kinetics Spin-Off is traded on NASDAQ Exchange in the United States.

Things to note about Horizon Spin Off performance evaluation

Checking the ongoing alerts about Horizon Spin-off for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Horizon Spin Off help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 5.92% of its assets in cash
Evaluating Horizon Spin-off's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Horizon Spin-off's mutual fund performance include:
  • Analyzing Horizon Spin-off's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Horizon Spin-off's stock is overvalued or undervalued compared to its peers.
  • Examining Horizon Spin-off's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Horizon Spin-off's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Horizon Spin-off's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Horizon Spin-off's mutual fund. These opinions can provide insight into Horizon Spin-off's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Horizon Spin-off's mutual fund performance is not an exact science, and many factors can impact Horizon Spin-off's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Horizon Mutual Fund

Horizon Spin-off 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 Spin-off security.
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
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Bollinger Bands
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