Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HTFNX (Horizon Funds – Horizon Tactical Fixed Income Fund) -2.11% 2.10% 1.87% NA NA NA NA
Data as of 06/09/2026, Common starting date is 12/20/2022
More Performance Analytics Comparison
Name Start Date End Date
HTFNX (Horizon Funds – Horizon Tactical Fixed Income Fund) 12/20/2022 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -1.17 2.10 1.87 NA NA NA NA -2.11 2.13 1.18 1.94 -0.44
Sharpe Ratio NA -0.10 -0.29 NA NA NA NA -1.50 -0.18 -0.47 -0.30 -2.69
Standard Deviation(%) NA 4.15 4.70 NA NA NA NA 4.94 4.11 5.16 5.68 6.72
Draw Down(%) NA 3.97 6.62 NA NA NA NA 3.57 6.10 3.51 7.40 1.17
Yield(%) 0.00 3.76 4.40 2.67 1.34 0.89 0.67 0.38 5.23 4.77 3.42 0.00
Data as of 06/09/2026, Common starting date is 12/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTFNX (Horizon Funds – Horizon Tactical Fixed Income Fund) 1.00%
Jan 2023 – Jan 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HTFNX (Horizon Funds – Horizon Tactical Fixed Income Fund) 2.25%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return