Performance analysis of Horizon Technology Finance (HRZN)
Annual Return
Over the past 3 years, HRZN has had an average annual return of -15.09%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, HRZN has had an average annual return of -11.10%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, HRZN has had an average annual return of +2.25%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Oct 29, 2010, HRZN has had an average annual return of +4.02%, underperforming the benchmark SPY, which returned +14.38% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -13.64% | -14.33% | -22.79% | +27.04% | -19.62% | +29.96% | +14.44% | +26.89% | +11.87% | +18.59% | +0.80% | -6.31% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +8.69% | +4.97% | +3.09% | +21.91% | -6.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.59% | -9.56% | -28.31% | +0.88% | +6.32% | +19.66% | -1.72% | -13.64% | |||||
| 2025 | +5.70% | +6.09% | -3.23% | -19.94% | +3.28% | -3.46% | +10.38% | -10.60% | -10.13% | +8.27% | +4.86% | -1.78% | -14.33% |
| 2024 | -0.37% | -7.47% | -3.43% | +1.70% | +2.27% | +4.76% | -2.46% | -4.13% | -2.65% | -8.43% | -2.05% | -2.51% | -22.79% |
| 2023 | +7.33% | +1.20% | -7.97% | +6.22% | -0.93% | +4.56% | +9.56% | -8.63% | +0.92% | -5.87% | +12.86% | +7.63% | +27.04% |
| 2022 | -3.30% | +2.34% | -10.02% | -7.77% | -2.67% | -5.23% | +13.41% | -2.59% | -19.55% | +16.78% | +14.88% | -11.01% | -19.62% |
| 2021 | -4.13% | +17.95% | -1.89% | +15.75% | +0.25% | +5.39% | -0.22% | -0.24% | -3.72% | +7.95% | -2.43% | -5.10% | +29.96% |
| 2020 | -0.89% | -14.14% | -23.68% | +19.63% | +14.44% | +0.95% | +8.45% | +3.58% | +2.83% | -6.44% | +10.28% | +6.99% | +14.44% |
| 2019 | +7.02% | +6.70% | -5.98% | +1.45% | -1.19% | +2.42% | +4.50% | -2.71% | +1.10% | +6.46% | +0.79% | +4.36% | +26.89% |
| 2018 | -1.44% | -4.53% | +1.13% | -0.10% | -1.85% | +1.88% | +7.57% | +6.34% | +1.68% | -3.30% | +5.56% | -0.87% | +11.87% |
| 2017 | +6.55% | +3.41% | -1.44% | +3.22% | -2.57% | +3.91% | -0.21% | -6.61% | +8.11% | -4.19% | +3.57% | +4.53% | +18.59% |
Drawdown analysis of Horizon Technology Finance (HRZN)
The maximum drawdown for the HRZN was -62.37%, occurring on Apr 27, 2026. This drawdown has not yet recovered.
The current HRZN drawdown is -49.06%.
Since Oct 29, 2010 HRZN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.37% | Nov 15, 2021 | 1114 | Apr 27, 2026 | Ongoing | Ongoing | Ongoing |
| -60.35% | Feb 20, 2020 | 19 | Mar 18, 2020 | 139 | Oct 5, 2020 | 158 |
| -34.46% | May 27, 2015 | 88 | Sep 30, 2015 | 191 | Jul 5, 2016 | 279 |
| -27.85% | Oct 13, 2016 | 15 | Nov 3, 2016 | 441 | Aug 7, 2018 | 456 |
| -16.50% | Sep 19, 2012 | 51 | Dec 4, 2012 | 283 | Jan 21, 2014 | 334 |
| -15.00% | Oct 16, 2018 | 7 | Oct 25, 2018 | 13 | Nov 13, 2018 | 20 |
| -14.92% | Feb 18, 2014 | 16 | Mar 12, 2014 | 67 | Jun 17, 2014 | 83 |
| -14.58% | Jul 21, 2011 | 12 | Aug 8, 2011 | 17 | Aug 31, 2011 | 29 |
| -14.57% | Oct 15, 2020 | 9 | Oct 28, 2020 | 31 | Dec 11, 2020 | 40 |
| -12.67% | Jun 27, 2014 | 26 | Aug 5, 2014 | 130 | Feb 10, 2015 | 156 |
| -12.65% | Mar 11, 2019 | 9 | Mar 22, 2019 | 163 | Nov 12, 2019 | 172 |
| -12.46% | Feb 24, 2021 | 7 | Mar 5, 2021 | 20 | Apr 5, 2021 | 27 |
| -11.65% | Nov 15, 2018 | 25 | Dec 24, 2018 | 13 | Jan 14, 2019 | 38 |
| -11.29% | Oct 29, 2010 | 8 | Nov 10, 2010 | 38 | Jan 5, 2011 | 46 |
| -11.28% | Apr 16, 2021 | 18 | May 12, 2021 | 18 | Jun 8, 2021 | 36 |
| -10.54% | May 16, 2012 | 18 | Jun 12, 2012 | 24 | Jul 17, 2012 | 42 |
| -9.32% | Sep 14, 2011 | 38 | Nov 7, 2011 | 7 | Nov 16, 2011 | 45 |
| -8.37% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -7.77% | Jul 16, 2021 | 24 | Aug 19, 2021 | 48 | Oct 27, 2021 | 72 |
| -7.57% | Aug 15, 2018 | 2 | Aug 17, 2018 | 40 | Oct 15, 2018 | 42 |
| -6.90% | Jan 15, 2020 | 7 | Jan 27, 2020 | 17 | Feb 20, 2020 | 24 |
| -5.44% | Aug 23, 2016 | 14 | Sep 13, 2016 | 6 | Sep 21, 2016 | 20 |
| -4.98% | Mar 18, 2011 | 23 | Apr 20, 2011 | 53 | Jul 7, 2011 | 76 |
| -4.90% | Aug 31, 2012 | 6 | Sep 11, 2012 | 6 | Sep 19, 2012 | 12 |
| -4.34% | Jun 14, 2021 | 4 | Jun 18, 2021 | 19 | Jul 16, 2021 | 23 |