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Horizon Defined Risk Fund - Investor Class: (MF: HNDRX)

(NASDAQ Mutual Funds) As of Jun 26, 2026 04:57 PM ET

$89.13 USD

+0.12 (0.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.79 81
3 months 3.62 71
6 months 5.11 77
1 Year 13.74 79
3 Year 13.24 83
5 Year 8.95 57
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of May 31, 2026

1 Year 10.11
5 Year 8.12
10 Year NA
Since Inception 7.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.60 NA NA NA
2025 -1.00 5.45 3.93 2.10
2024 4.51 3.43 4.28 2.36
2023 4.20 4.42 -0.50 6.18
2022 -4.82 -7.46 -1.18 4.56
2021 0.70 4.40 0.83 6.64

Annual Return

202620252024202320222021202020192018
% Total Return 4.7910.7815.4014.96-8.9913.077.2113.22-2.75
% Total Return Rel to Index -2.59-7.43-9.61-11.279.20-15.60-11.18-18.271.64
% Total Return Rel to Peer -1.96-1.92-3.98-8.0310.70-8.98-12.70-15.204.10
% Perf Quintile vs Peer* 4.004.004.004.001.005.004.005.002.00
% Dividends 0.000.170.070.130.210.180.320.300.27
% Yield 0.000.200.220.250.340.270.550.530.56
Capital Gains ($) 0.000.000.000.000.730.000.000.000.00
Expense Ratio 0.001.021.331.441.121.051.041.040.00

* 1 = Top 20%, 5 = Bottom 20%