Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRZN (Horizon Technology Finance Corporation) | -25.83% | -28.97% | -17.29% | -14.13% | 1.80% | 3.18% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRZN (Horizon Technology Finance Corporation) | 10/29/2010 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | -28.97 | -17.29 | -14.13 | 1.80 | 3.18 | NA | … | … | -25.83 | -14.44 | -23.20 | 26.46 | -20.03 | 29.39 | 14.72 | 26.94 | 11.93 | 21.97 | 0.80 | -5.41 | 10.49 | 4.99 | 3.18 | 21.96 | -6.05 |
| Sharpe Ratio | NA | -0.66 | -0.59 | -0.48 | 0.01 | NA | NA | … | … | -0.83 | -0.52 | -1.34 | 0.79 | -0.66 | 1.07 | 0.18 | 1.55 | 0.44 | 1.10 | 0.02 | -0.22 | 0.48 | 0.25 | 0.15 | 0.97 | -1.14 |
| Standard Deviation(%) | NA | 42.81 | 32.87 | 32.09 | 37.38 | NA | NA | … | … | 58.64 | 33.69 | 20.07 | 29.04 | 32.87 | 27.33 | 81.01 | 16.40 | 24.31 | 19.53 | 29.53 | 24.20 | 21.66 | 20.04 | 21.35 | 22.73 | 26.89 |
| Draw Down(%) | NA | 46.88 | 59.54 | 63.13 | 63.13 | NA | NA | … | … | 39.82 | 34.59 | 29.26 | 16.03 | 35.81 | 15.35 | 60.44 | 12.64 | 14.99 | 13.29 | 27.85 | 34.44 | 14.93 | 14.87 | 16.47 | 14.54 | 11.28 |
| Yield(%) | 0.00 | 15.52 | 10.52 | 7.17 | 10.73 | 8.82 | 6.80 | … | … | 6.04 | 14.49 | 9.95 | 11.27 | 7.52 | 9.16 | 9.68 | 10.58 | 10.55 | 14.29 | 11.58 | 10.92 | 11.40 | 9.13 | 11.81 | 7.96 | 1.42 |
Data as of 06/10/2026, Common starting date is 10/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRZN (Horizon Technology Finance Corporation) |
-18.57%
Apr 2023 – Apr 2026 |
-14.30%
Apr 2021 – Apr 2026 |
1.43%
Mar 2016 – Mar 2026 |
2.57%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRZN (Horizon Technology Finance Corporation) |
32.45%
Jun 2018 – Jun 2021 |
21.47%
Nov 2016 – Nov 2021 |
13.38%
Oct 2011 – Oct 2021 |
5.98%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart