Horizon Defensive Financials
| USRTX Fund | USD 33.95 0.09 0.26% |
Horizon |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Horizon Defensive Fund Summary
Horizon Defensive competes with Pimco Diversified, Sentinel Small, Small Cap, Davenport Small, and Fidelity Advisor. The fund seeks to achieve its investment objective by investing primarily in large and mid-cap U.S. common stocks, and employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. The fund will invest not less than 80 percent of the value of its net assets in the equity securities of U.S. companies.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Horizon Funds |
| Mutual Fund Family | Horizon Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 754 7932 |
| Currency | USD - US Dollar |
Horizon Defensive Key Financial Ratios
Horizon Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Horizon Defensive's current stock value. Our valuation model uses many indicators to compare Horizon Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Horizon Defensive competition to find correlations between indicators driving Horizon Defensive's intrinsic value. More Info.Horizon Defensive Equity is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 7,345 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Horizon Defensive's earnings, one of the primary drivers of an investment's value.Horizon Defensive Equity Systematic Risk
Horizon Defensive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Horizon Defensive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Horizon Defensive Equity correlated with the market. If Beta is less than 0 Horizon Defensive generally moves in the opposite direction as compared to the market. If Horizon Defensive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Horizon Defensive Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Horizon Defensive is generally in the same direction as the market. If Beta > 1 Horizon Defensive moves generally in the same direction as, but more than the movement of the benchmark.
Horizon Defensive December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Horizon Defensive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Horizon Defensive Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Horizon Defensive Equity based on widely used predictive technical indicators. In general, we focus on analyzing Horizon Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Horizon Defensive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5381 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 2.98 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 0.9833 |
Other Information on Investing in Horizon Mutual Fund
Horizon Defensive financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Defensive security.
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