HESGX
Horizon ESG Defensive Core- Inv
$38.46
-0.12 (-0.31%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap |
---|---|
Market Cap | 294.163M |
52 Week High | 40.62 |
52 Week Low | 30.276 |
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Key Data
Symbol | HESGX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 38.46 |
Price Yesterday | 38.58 |
Market Cap | 294.16 |
YTD Return | 5.66% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.001 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0106 |
Overview
52 Week High | 40.62 |
---|---|
52 Week Low | 30.28 |
Market Cap | 294.16M |
Shares Outstanding | 7.65M |
Income Dividend Yield | 0.57% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.57% |
Returns Annualized
One Day | -54.43% |
---|---|
Five Days | -85.49% |
One Months | -32.86% |
Three Months | 20.24% |
Six Months | 36.79% |
Nine Months | 15.16% |
One Year | 24.09% |
Three Years | 6.15% |
Five Years | -999 |
Ten Years | -999 |
YTD | 20.34% |
Since Inception | 12.20% |
Returns Total
One Day | -0.31% |
---|---|
Five Days | -3.75% |
One Month | -3.42% |
Three Months | 4.71% |
Six Months | 16.79% |
Nine Months | 11.22% |
One Year | 24.06% |
Three Years | 19.58% |
Five Years | -999 |
Ten Years | -999 |
YTD | 5.66% |
Since Inception | 63.94% |
Yearly Returns
2024 | 5.66% |
---|---|
2023 | 23.51% |
2022 | -18.83% |
2021 | 27.41% |
2020 | 21.76% |
2019 | -0.24% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | 0.62% |
---|---|
Beta | 1.05 |
Correlation | 99.15% |
Downside Deviation | 2.77% |
Coefficient of determination | 98.31% |
Standard Deviation | 3.62% |
Sharpe Ratio | 0.12 |
Sortino | 0.56 |
Treynor | 17.74 |
Ulcer Index | 2.55 |
Ulcer Performance Index | 0.61 |