Horizon Funds Etf Performance
| DIVN Etf | 26.82 0.01 0.04% |
The etf retains a Market Volatility (i.e., Beta) of 0.0158, 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 8 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, Horizon Funds is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
Horizon Funds Relative Risk vs. Return Landscape
If you would invest 2,568 in Horizon Funds on September 29, 2025 and sell it today you would earn a total of 114.00 from holding Horizon Funds or generate 4.44% return on investment over 90 days. Horizon Funds is currently generating 0.0701% in daily expected returns and assumes 0.6646% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% 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 = 0.1054
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Based on monthly moving average Horizon Funds is performing at about 8% 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.
About Horizon Funds Performance
By examining Horizon Funds' fundamental ratios, stakeholders can obtain critical insights into Horizon Funds' financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Horizon Funds is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.