HESGX
Horizon ESG Defensive Core- Inv
$43.02
0.06 (0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 378.499M |
| 52 Week High | 43.02 |
| 52 Week Low | 31.319 |
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Key Data
| Symbol | HESGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 43.02 |
| Price Yesterday | 42.96 |
| Market Cap | 378.50 |
| YTD Return | 18.19% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.001 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0099 |
Overview
| 52 Week High | 43.02 |
|---|---|
| 52 Week Low | 31.32 |
| Market Cap | 378.50M |
| Shares Outstanding | 8.80M |
| Income Dividend Yield | 0.51% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.51% |
Returns Annualized
| One Day | 42.20% |
|---|---|
| Five Days | 180.31% |
| One Months | 68.84% |
| Three Months | 33.11% |
| Six Months | 40.33% |
| Nine Months | 42.26% |
| One Year | 29.78% |
| Three Years | 8.67% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 38.30% |
| Since Inception | 14.39% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | 2.06% |
| One Month | 4.24% |
| Three Months | 7.28% |
| Six Months | 18.12% |
| Nine Months | 29.86% |
| One Year | 29.74% |
| Three Years | 28.18% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 18.19% |
| Since Inception | 83.38% |
Yearly Returns
| 2024 | 18.19% |
|---|---|
| 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 | -0.31% |
|---|---|
| Beta | 1.06 |
| Correlation | 99.13% |
| Downside Deviation | 3.02% |
| Coefficient of determination | 98.27% |
| Standard Deviation | 3.44% |
| Sharpe Ratio | 0.09 |
| Sortino | 0.35 |
| Treynor | 23.04 |
| Ulcer Index | 2.7 |
| Ulcer Performance Index | 0.39 |