Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HESGX (Horizon ESG Defensive Core Fund Investor Class) | 4.43% | 19.90% | 16.04% | 9.42% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HESGX (Horizon ESG Defensive Core Fund Investor Class) | 12/30/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 19.90 | 16.04 | 9.42 | NA | NA | NA | … | … | 4.43 | 9.56 | 22.41 | 23.52 | -18.83 | 27.45 | 21.75 | 0.40 |
| Sharpe Ratio | NA | 1.73 | 1.00 | 0.51 | NA | NA | NA | … | … | 0.90 | 0.45 | 1.35 | 1.58 | -1.12 | 2.19 | 0.91 | NA |
| Standard Deviation(%) | NA | 12.20 | 13.84 | 14.59 | NA | NA | NA | … | … | 13.73 | 14.77 | 13.94 | 12.68 | 18.10 | 12.54 | 23.65 | 0.00 |
| Draw Down(%) | NA | 9.42 | 18.79 | 22.08 | NA | NA | NA | … | … | 9.42 | 18.79 | 9.42 | 9.58 | 22.08 | 5.55 | 24.43 | 0.00 |
| Yield(%) | 0.00 | 16.42 | 7.42 | 4.98 | 3.70 | 2.47 | 1.85 | … | … | 0.00 | 15.69 | 0.36 | 0.74 | 0.42 | 3.17 | 3.24 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESGX (Horizon ESG Defensive Core Fund Investor Class) |
6.06%
Mar 2022 – Mar 2025 |
8.72%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HESGX (Horizon ESG Defensive Core Fund Investor Class) |
19.19%
May 2023 – May 2026 |
15.70%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart