Horizon Defined Risk Fund Manager Performance Evaluation
| HNDRX Fund | USD 86.52 0.19 0.22% |
The fund retains a Market Volatility (i.e., Beta) of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Horizon Defined's returns are expected to increase less than the market. However, during the bear market, the loss of holding Horizon Defined is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Horizon Defined Risk are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Horizon Defined is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Hendrix College receives 10 million endowment challenge grant from Windgate Foundation - The Arkansas Democrat-Gazette | 12/01/2025 |
| Expense Ratio Date | 29th of March 2025 | |
| Expense Ratio | 1.0400 |
Horizon |
Horizon Defined Relative Risk vs. Return Landscape
If you would invest 8,499 in Horizon Defined Risk on November 2, 2025 and sell it today you would earn a total of 153.00 from holding Horizon Defined Risk or generate 1.8% return on investment over 90 days. Horizon Defined Risk is currently producing 0.0301% returns and takes up 0.4074% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Horizon, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Horizon Defined Current Valuation
Fairly Valued
Today
Please note that Horizon Defined's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Horizon Defined Risk retains a regular Real Value of $86.25 per share. The prevalent price of the fund is $86.52. We determine the value of Horizon Defined Risk 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 Defined is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Horizon Mutual Fund. However, Horizon Defined'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 86.52 | Real 86.25 | Hype 86.71 | Naive 86.79 |
The intrinsic value of Horizon Defined'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 Defined'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.
Estimating the potential upside or downside of Horizon Defined Risk 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 Defined more accurately as focusing exclusively on Horizon Defined's fundamentals will not take into account other important factors: Horizon Defined 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 86.52 | 90 days | 86.52 | about 8.29 |
Based on a normal probability distribution, the odds of Horizon Defined to move above the current price in 90 days from now is about 8.29 (This Horizon Defined Risk 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 Defined has a beta of 0.42. This usually indicates as returns on the market go up, Horizon Defined average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Horizon Defined Risk will be expected to be much smaller as well. Additionally Horizon Defined Risk has an alpha of 0.0047, implying that it can generate a 0.004702 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Horizon Defined Price Density |
| Price |
Predictive Modules for Horizon Defined
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 Defined Risk. 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.Horizon Defined Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Horizon Defined is not an exception. The market had few large corrections towards the Horizon Defined'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 Defined Risk, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Horizon Defined within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.42 | |
σ | Overall volatility | 0.83 | |
Ir | Information ratio | -0.06 |
Horizon Defined 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 Defined for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Horizon Defined Risk 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 retains 98.59% of its assets under management (AUM) in equities |
Horizon Defined Fundamentals Growth
Horizon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Horizon Defined, and Horizon Defined 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.
| Total Asset | 921.79 M | |||
About Horizon Defined Performance
Evaluating Horizon Defined's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Horizon Defined 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 Defined 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 funds investment adviser seeks to achieve the funds investment objective by investing in a broadly diversified portfolio of equity securities , while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options . The Equity Portfolio typically focuses on investing in individual stocks. The Options Portfolio will generally consist of options collars.Things to note about Horizon Defined Risk performance evaluation
Checking the ongoing alerts about Horizon Defined for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Horizon Defined Risk help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.59% of its assets under management (AUM) in equities |
- Analyzing Horizon Defined'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 Defined's stock is overvalued or undervalued compared to its peers.
- Examining Horizon Defined'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 Defined's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Horizon Defined's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Horizon Defined's mutual fund. These opinions can provide insight into Horizon Defined's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Horizon Mutual Fund
Horizon Defined 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 Defined security.
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