Horizon Esg Defensive Fund Net Income
| HESAX Fund | USD 41.61 0.20 0.48% |
As of the 4th of February, Horizon Esg retains the Risk Adjusted Performance of 0.0344, downside deviation of 0.8206, and Market Risk Adjusted Performance of 0.0441. Horizon Esg technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Horizon Esg's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Horizon Esg's valuation are provided below:Horizon Esg Defensive does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Horizon |
Horizon Esg 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Horizon Esg's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Horizon Esg.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Horizon Esg on November 6, 2025 and sell it all today you would earn a total of 0.00 from holding Horizon Esg Defensive or generate 0.0% return on investment in Horizon Esg over 90 days. Horizon Esg is related to or competes with International Equity, Columbia Large, T Rowe, Tcw Relative, Matthews Asia, Matthews China, and Pimco Extended. The ESG fund seeks to achieve its investment objective by investing in large U.S More
Horizon Esg Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Horizon Esg's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Horizon Esg Defensive upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8206 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.71 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 0.9799 |
Horizon Esg Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Horizon Esg's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Horizon Esg's standard deviation. In reality, there are many statistical measures that can use Horizon Esg historical prices to predict the future Horizon Esg's volatility.| Risk Adjusted Performance | 0.0344 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0341 |
Horizon Esg February 4, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | 0.0344 | |||
| Market Risk Adjusted Performance | 0.0441 | |||
| Mean Deviation | 0.5239 | |||
| Semi Deviation | 0.7365 | |||
| Downside Deviation | 0.8206 | |||
| Coefficient Of Variation | 2114.72 | |||
| Standard Deviation | 0.7085 | |||
| Variance | 0.502 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0341 | |||
| Maximum Drawdown | 3.71 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 0.9799 | |||
| Downside Variance | 0.6733 | |||
| Semi Variance | 0.5425 | |||
| Expected Short fall | (0.52) | |||
| Skewness | (0.52) | |||
| Kurtosis | 1.02 |
Horizon Esg Defensive Backtested Returns
At this stage we consider Horizon Mutual Fund to be very steady. Horizon Esg Defensive holds Efficiency (Sharpe) Ratio of 0.0473, which attests that the entity had a 0.0473 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Horizon Esg Defensive, which you can use to evaluate the volatility of the entity. Please check out Horizon Esg's Market Risk Adjusted Performance of 0.0441, risk adjusted performance of 0.0344, and Downside Deviation of 0.8206 to validate if the risk estimate we provide is consistent with the expected return of 0.0335%. The fund retains a Market Volatility (i.e., Beta) of 0.69, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Horizon Esg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Horizon Esg is expected to be smaller as well.
Auto-correlation | 0.10 |
Insignificant predictability
Horizon Esg Defensive has insignificant predictability. Overlapping area represents the amount of predictability between Horizon Esg time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Horizon Esg Defensive price movement. The serial correlation of 0.1 indicates that less than 10.0% of current Horizon Esg price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.1 | |
| Spearman Rank Test | -0.15 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Horizon Esg Defensive reported net income of 0.0. This indicator is about the same for the Horizon Investments average (which is currently at 0.0) family and about the same as Tactical Allocation (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Horizon Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Horizon Esg's current stock value. Our valuation model uses many indicators to compare Horizon Esg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Horizon Esg competition to find correlations between indicators driving Horizon Esg's intrinsic value. More Info.Horizon Esg Defensive is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 440.72 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 Esg's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Horizon Esg
The fund invests 54.18% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (45.82%) .Asset allocation divides Horizon Esg's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Horizon Fundamentals
| Total Asset | 44.03 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.79 % | ||||
| One Year Return | 5.17 % | ||||
| Three Year Return | 17.32 % | ||||
| Five Year Return | 10.78 % | ||||
| Net Asset | 483.59 M | ||||
| Last Dividend Paid | 0.07 | ||||
| Cash Position Weight | 45.82 % | ||||
| Equity Positions Weight | 54.18 % |
About Horizon Esg Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Horizon Esg Defensive's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Horizon Esg using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Horizon Esg Defensive based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 Esg 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 Esg security.
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