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Horizon Equity Premium Income Investor (HNDDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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68.44-0.18 (-0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.70%
5-Year Average Return6.53%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)24.08%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return24.08%
Worst 3-Yr Total Return1.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHNDDXCategory
YTD10.25%11.36%
1-Month3.67%1.08%
3-Month3.28%5.12%
1-Year21.74%28.59%
3-Year4.57%9.08%
5-Year7.20%8.21%
10-Year0.00%7.85%
Last Bull Market20.87%22.28%
Last Bear Market-11.34%-18.84%

Annual Total Return (%) History

Year
HNDDXCategory
2024
N/AN/A
2023
6.24%N/A
2022
-6.90%N/A
2021
20.36%N/A
2020
-3.23%4.24%
2019
17.20%18.81%
2018
-8.39%-5.81%
2017
24.08%13.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.15%N/AN/AN/A
2023-1.66%2.51%-1.71%7.21%
2022-0.71%-11.34%-7.24%14.01%
20219.54%3.32%-3.16%9.83%
2020-25.37%10.79%5.46%10.97%
20199.07%2.60%-1.26%6.07%
2018-1.48%2.54%3.44%-12.33%
20175.00%4.55%4.41%8.25%

Rank In Category (By Total Return)

YTD14
1-Month40
3-Month37
1-Year10
3-Year63
5-Year69

Load Adjusted Returns

1-Year21.74%
3-Year4.57%
5-Year7.20%
10-YearN/A