Horizon Esg Defensive Fund Manager Performance Evaluation
| HESAX Fund | USD 44.16 0.10 0.23% |
The fund retains a Market Volatility (i.e., Beta) of 0.65, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Horizon Esg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Horizon Esg is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Horizon Esg Defensive are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Horizon Esg showed solid returns over the last few months and may actually be approaching a breakup point.
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| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 1.1100 |
Horizon |
Horizon Esg Relative Risk vs. Return Landscape
If you would invest 3,874 in Horizon Esg Defensive on April 23, 2025 and sell it today you would earn a total of 542.00 from holding Horizon Esg Defensive or generate 13.99% return on investment over 90 days. Horizon Esg Defensive is currently producing 0.2135% returns and takes up 0.654% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Horizon, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Horizon Esg Current Valuation
Undervalued
Today
Please note that Horizon Esg's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Horizon Esg Defensive retains a regular Real Value of $47.39 per share. The prevalent price of the fund is $44.16. We determine the value of Horizon Esg Defensive from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Horizon Esg is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Horizon Mutual Fund. However, Horizon Esg's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 44.16 | Real 47.39 | Hype 44.08 | Naive 43.72 |
The intrinsic value of Horizon Esg's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Horizon Esg's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Horizon Esg Defensive helps investors to forecast how Horizon mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Horizon Esg more accurately as focusing exclusively on Horizon Esg's fundamentals will not take into account other important factors: Horizon Esg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Horizon Esg's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Horizon Esg Defensive, and traders can use it to determine the average amount a Horizon Esg's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3265
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HESAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Horizon Esg is performing at about 25% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Horizon Esg by adding it to a well-diversified portfolio.
Horizon Esg Fundamentals Growth
Horizon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Horizon Esg, and Horizon Esg fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Horizon Mutual Fund performance.
| Total Asset | 46 M | ||||
About Horizon Esg Performance
Evaluating Horizon Esg's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Horizon Esg has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Horizon Esg has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will utilize an active management strategy that invests primarily in common stocks of large and mid-cap U.S. companies that exhibit high quality and growth characteristics.Things to note about Horizon Esg Defensive performance evaluation
Checking the ongoing alerts about Horizon Esg for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Horizon Esg Defensive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 45.82% of its assets under management (AUM) in cash |
- Analyzing Horizon Esg's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Horizon Esg's stock is overvalued or undervalued compared to its peers.
- Examining Horizon Esg's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Horizon Esg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Horizon Esg's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Horizon Esg's mutual fund. These opinions can provide insight into Horizon Esg's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Horizon Mutual Fund
Horizon Esg 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 Esg security.
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