Horizon Funds - Horizon Core Equity ETF
$32.63+0.01 (+0.05%)
- 0.70%
- $238M
- +20.7%
- 0M sh
- $32.58
- low $26.22high $33.16
The ETF.net STOX Grade
A
Score 73 out of 100
- 7 of 51
Score 73 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A80 out of 100Rank 11 of 51Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B59 out of 100Rank 21 of 46Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A87 out of 100Rank 3 of 51Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B57 out of 100Rank 20 of 42Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B66 out of 100Rank 13 of 51
STOX Holdings
- Stocks
- 171
- 42%
- MAGS
Sectors
- Technology39.1%
- Financials11.9%
- Health Care10.1%
- Communication9.7%
- Consumer Discretionary7.8%
- Industrials6.8%
- Consumer Staples5.6%
- Energy4.1%
- Materials1.9%
- Real Estate1.6%
- Utilities1.6%
Geography
- United States96.49%
- Ireland1.42%
- Switzerland1.20%
- United Kingdom0.58%
- Singapore0.30%
STOX Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.Not enough history yet.
STOX$12,067
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | STOX |
|---|---|
| Year to date | +15.1% |
| 1 month | +2.1% |
| 3 months | +4.0% |
| 1 year | +20.7% |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | STOX |
|---|---|---|
| 2026 YTD | +15.1% | |
| 2025 | +12.5% |
STOX in the news
Category Review
The payout and the result came apart in option-income funds
STOX Dividends
- $0.05 per share
- Irregular
Distribution data unavailable.
Distribution history
STOX Risk
- 11.6%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.25
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −9.3%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.96
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
STOX Cost
0.70%
STOX0.70%
- The middle half of Active Option Income funds
- Median 0.95%
10 of the 51 Active Option Income funds charge less.
Other funds in Active Option Income
- ATCALT. Rowe Price Capital Appreciation Premium Income ETFExpense ratio 0.34%1 year return +4.3%
- AACIOAptus Collared Income Opportunity ETFExpense ratio 0.79%1 year return +11.1%
- AIINCAlki Consolidated Income ETFExpense ratio 0.75%1 year return —
- BSCEPSterling Capital Hedged Equity Premium Income ETFExpense ratio 0.65%1 year return —
- BADMEAptus Drawdown Managed Equity ETFExpense ratio 0.79%1 year return +14.0%