Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSHAX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS A SHARES) | 31.08% | 6.57% | 28.91% | 13.78% | 17.09% | 13.06% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSHAX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS A SHARES) | 06/04/2007 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 6.57 | 28.91 | 13.78 | 17.09 | 13.06 | NA | … | … | 31.08 | -19.54 | 82.16 | -19.74 | 37.04 | 42.75 | 5.22 | 31.30 | -8.30 | 15.65 | 11.85 | -11.64 | -4.91 | 42.92 | 26.18 | -13.42 | 16.06 | 28.63 | -58.47 | 8.37 |
| Sharpe Ratio | NA | 0.10 | 0.70 | 0.33 | 0.51 | NA | NA | … | … | 1.91 | -0.55 | 2.34 | -1.00 | 1.01 | 1.34 | 0.11 | 1.64 | -0.54 | 1.51 | 0.65 | -0.85 | -0.37 | 3.17 | 1.81 | -0.56 | 0.83 | 0.99 | -1.41 | 0.72 |
| Standard Deviation(%) | NA | 38.17 | 36.42 | 34.28 | 30.75 | NA | NA | … | … | 44.73 | 41.01 | 33.59 | 23.56 | 35.37 | 31.79 | 45.85 | 18.23 | 18.15 | 10.00 | 17.84 | 13.79 | 13.20 | 13.53 | 14.53 | 24.07 | 19.24 | 28.76 | 41.99 | 16.66 |
| Draw Down(%) | NA | 25.71 | 45.79 | 45.79 | 50.78 | NA | NA | … | … | 25.71 | 37.09 | 30.85 | 29.78 | 17.39 | 21.73 | 50.78 | 15.58 | 31.84 | 4.93 | 19.70 | 17.35 | 14.88 | 10.40 | 12.46 | 26.95 | 15.18 | 26.60 | 66.37 | 11.13 |
| Yield(%) | 0.00 | 8.46 | 10.94 | 5.85 | 7.92 | 6.86 | 3.55 | … | … | 0.00 | 7.97 | 8.04 | 7.43 | 0.00 | 0.15 | 0.56 | 0.00 | 4.20 | 4.35 | 2.05 | 0.00 | 0.00 | 0.00 | 1.25 | 0.86 | 3.14 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHAX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS A SHARES) |
-17.85%
Oct 2007 – Oct 2010 |
-8.56%
Oct 2007 – Oct 2012 |
-0.20%
Oct 2007 – Oct 2017 |
5.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSHAX (HORIZON SPIN-OFF AND CORPORATE RESTRUCTURING FUND CLASS A SHARES) |
41.22%
Nov 2021 – Nov 2024 |
41.32%
Mar 2020 – Mar 2025 |
21.26%
Feb 2016 – Feb 2026 |
16.38%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart