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Horizon Equity Premium Income Advisor (HADUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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69.28+0.21 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.56%
5-year average return6.48%
Number of years up3
Number of years down3
Best 1-yr total return (1 Jul 2024)20.18%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return20.18%
Worst 3-yr total return1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHADUXCategory
YTD10.16%11.36%
1-month3.65%1.08%
3-month3.22%5.12%
1-year21.53%28.59%
3-year4.40%9.08%
5-year7.04%8.21%
10-year0.00%7.85%
Last bull market20.80%22.28%
Last bear market-11.38%-18.84%

Annual total return (%) history

Year
HADUXCategory
2024
N/AN/A
2023
6.06%N/A
2022
-7.06%N/A
2021
20.18%N/A
2020
-3.35%4.24%
2019
17.02%18.81%
2018
-8.52%-5.81%
2017
N/A13.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.11%3.18%N/AN/A
2023-1.68%2.46%-1.75%7.16%
2022-0.76%-11.38%-7.25%13.95%
20219.49%3.28%-3.18%9.76%
2020-25.39%10.72%5.44%10.96%
20199.02%2.56%-1.30%6.03%
2018-1.50%2.50%3.40%-12.37%
20174.58%8.22%N/AN/A

Rank in category (by total return)

YTD15
1-month42
3-month38
1-year11
3-year65
5-year72

Load adjusted returns

1-year21.53%
3-year4.40%
5-year7.04%
10-yearN/A