Horizon Mutual Fund Quote

HADRX -  USA Fund  

USD 58.16  1.05  1.77%

Market Performance
0 of 100
Odds Of Distress
Less than 12
Horizon Defined is trading at 58.16 as of the 18th of May 2022; that is -1.77 percent decrease since the beginning of the trading day. The fund's open price was 59.21. Horizon Defined has less than a 12 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for Horizon Defined Risk are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of May 2021 and ending today, the 18th of May 2022. Click here to learn more.
The investment seeks capital appreciation and capital preservation. Horizon Defined is traded on NASDAQ Exchange in the United States. More on Horizon Defined Risk

Horizon Defined Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Horizon Defined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Horizon Defined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Horizon Defined Risk generated a negative expected return over the last 90 days
The fund retains 98.59% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Horizon Defined's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year0.5
Startdate1st of November 2016
Horizon Defined Risk [HADRX] is traded in USA and was established 18th of May 2022. The fund is listed under Options Trading category and is part of Horizon Investments family. Horizon Defined Risk currently has accumulated 240.05 M in assets under management (AUM) with minimum initial investment of 2.5 K. , while the total return for the last year was 2.87%.
Check Horizon Defined Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Defined , and the less return is expected.

Top Horizon Defined Risk Constituents

Horizon Defined Target Price Odds Analysis

What are Horizon Defined's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Horizon Defined jumping above the current price in 90 days from now is about 98.0%. The Horizon Defined Risk probability density function shows the probability of Horizon Defined mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Horizon Defined Risk has a beta of -0.0324. This usually indicates as returns on benchmark increase, returns on holding Horizon Defined are expected to decrease at a much lower rate. During the bear market, however, Horizon Defined Risk is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Horizon Defined Risk is significantly underperforming DOW.
  Odds Below 58.16HorizonTargetOdds Above 58.16
1.76%90 days
Based on a normal probability distribution, the odds of Horizon Defined to move above the current price in 90 days from now is about 98.0 (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) .

Horizon Defined Risk Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Horizon Defined market risk premium is the additional return an investor will receive from holding Horizon Defined long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Horizon Defined. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Horizon Defined's alpha and beta are two of the key measurements used to evaluate Horizon Defined's performance over the market, the standard measures of volatility play an important role as well.

Horizon Defined Against Markets

Picking the right benchmark for Horizon Defined mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Horizon Defined mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Horizon Defined is critical whether you are bullish or bearish towards Horizon Defined Risk at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Horizon Defined without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Horizon Defined Risk

You need to understand the risk of investing before taking a position in Horizon Defined. The danger of trading Horizon Defined Risk is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Horizon Defined is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Horizon Defined. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Horizon Defined Risk is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. Note that the Horizon Defined Risk information on this page should be used as a complementary analysis to other Horizon Defined's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Horizon Defined Risk price analysis, check to measure Horizon Defined's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Horizon Defined is operating at the current time. Most of Horizon Defined's value examination focuses on studying past and present price action to predict the probability of Horizon Defined's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Horizon Defined's price. Additionally, you may evaluate how the addition of Horizon Defined to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Horizon Defined's value and its price as these two are different measures arrived at by different means. Investors typically determine Horizon Defined value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Horizon Defined's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.