Performance analysis of HBTA (HORIZON EXPEDITION PLUS ETF)
Annual Return
Since Jan 23, 2025, HBTA has had an average annual return of +15.61%, outperforming the benchmark SPY, which returned +15.42% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.20% | +14.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.13% | -1.64% | -7.07% | +15.04% | +7.22% | -1.05% | -4.11% | +8.20% | |||||
| 2025 | -3.36% | -2.02% | -9.86% | -0.35% | +9.81% | +7% | +3.60% | +1.68% | +5.65% | +3.79% | -0.84% | +0.20% | +14.69% |
Drawdown analysis of HBTA (HORIZON EXPEDITION PLUS ETF)
The maximum drawdown for the HBTA was -26.73%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current HBTA drawdown is -5.79%.
Since Jan 23, 2025 HBTA has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.73% | Feb 19, 2025 | 34 | Apr 8, 2025 | 59 | Jul 3, 2025 | 93 |
| -13.18% | Jan 29, 2026 | 41 | Mar 30, 2026 | 11 | Apr 15, 2026 | 52 |
| -7.02% | Oct 29, 2025 | 16 | Nov 20, 2025 | 23 | Dec 24, 2025 | 39 |
| -6.72% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -3.71% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -3.55% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -3.48% | Jan 12, 2026 | 5 | Jan 20, 2026 | 7 | Jan 29, 2026 | 12 |
| -3.36% | Jan 23, 2025 | 2 | Jan 27, 2025 | 5 | Feb 14, 2025 | 7 |
| -2.92% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -2.45% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.76% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -1.66% | Aug 28, 2025 | 2 | Sep 2, 2025 | 4 | Sep 8, 2025 | 6 |
| -1.60% | Jul 3, 2025 | 2 | Jul 8, 2025 | 4 | Jul 14, 2025 | 6 |
| -1.48% | Dec 26, 2025 | 3 | Dec 31, 2025 | 3 | Jan 6, 2026 | 6 |
| -1.05% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -1.03% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -0.86% | Oct 20, 2025 | 2 | Oct 22, 2025 | 2 | Oct 24, 2025 | 4 |
| -0.66% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.63% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.62% | Sep 16, 2025 | 1 | Sep 17, 2025 | 1 | Sep 18, 2025 | 2 |
| -0.58% | Jul 14, 2025 | 1 | Jul 15, 2025 | 1 | Jul 16, 2025 | 2 |
| -0.57% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.55% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.47% | Jan 6, 2026 | 2 | Jan 8, 2026 | 1 | Jan 9, 2026 | 3 |
| -0.43% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |