Performance analysis of Horizon Technology Finance (HTFB)
Annual Return
Over the past 3 years, HTFB has had an average annual return of +7.20%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HTFB has had an average annual return of +4.79%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Apr 7, 2021, HTFB has had an average annual return of +4.43%, underperforming the benchmark SPY, which returned +14.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.68% | +7.32% | +7.34% | +7.67% | -5.01% | +3.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.68% | +0% | +0% | +0% | +0% | +0% | +2.68% | ||||||
| 2025 | +1.44% | +0.56% | +0.05% | +0.61% | +0.64% | +0.16% | +0.41% | +0.60% | +0.81% | +0.33% | +0.68% | +0.80% | +7.32% |
| 2024 | +1.83% | -0.29% | -1.27% | +0.43% | +1.49% | -0.11% | +2.97% | -1.47% | +1.52% | +1.28% | -0.45% | +1.25% | +7.34% |
| 2023 | +1.49% | +0.97% | -1.43% | +3.89% | -1.73% | -0.95% | +0.65% | -0.39% | +2.11% | +1.66% | -0.80% | +2.10% | +7.67% |
| 2022 | -0.04% | -1.69% | -0.92% | -0.40% | -1.07% | -2.45% | +3.33% | +0.66% | +0.08% | -3.98% | +0.26% | +1.28% | -5.01% |
| 2021 | -1.23% | +0.15% | +2.30% | -0.75% | +0.37% | +1.09% | +0.81% | -0.34% | +0.98% | +3.39% |
Drawdown analysis of Horizon Technology Finance (HTFB)
The maximum drawdown for the HTFB was -8.19%, occurring on Nov 4, 2022. Recovery took 88 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.19% | Oct 12, 2021 | 269 | Nov 4, 2022 | 88 | Mar 15, 2023 | 357 |
| -6.43% | Aug 13, 2024 | 11 | Aug 28, 2024 | 147 | Apr 1, 2025 | 158 |
| -6.33% | Mar 16, 2023 | 6 | Mar 24, 2023 | 150 | Oct 27, 2023 | 156 |
| -2.98% | Jan 24, 2024 | 12 | Feb 9, 2024 | 53 | Apr 26, 2024 | 65 |
| -2.33% | Jul 30, 2024 | 7 | Aug 8, 2024 | 3 | Aug 13, 2024 | 10 |
| -2.30% | Apr 1, 2025 | 7 | Apr 10, 2025 | 44 | Jun 13, 2025 | 51 |
| -2.21% | Jun 10, 2024 | 14 | Jul 1, 2024 | 12 | Jul 18, 2024 | 26 |
| -1.77% | Apr 7, 2021 | 27 | May 14, 2021 | 31 | Jun 29, 2021 | 58 |
| -1.55% | Sep 14, 2021 | 6 | Sep 22, 2021 | 14 | Oct 12, 2021 | 20 |
| -1.54% | Jun 29, 2021 | 34 | Aug 17, 2021 | 19 | Sep 14, 2021 | 53 |
| -1.53% | Apr 26, 2024 | 3 | May 1, 2024 | 27 | Jun 10, 2024 | 30 |
| -1.42% | Oct 27, 2023 | 16 | Nov 20, 2023 | 17 | Dec 14, 2023 | 33 |
| -1.35% | Jul 24, 2024 | 2 | Jul 26, 2024 | 2 | Jul 30, 2024 | 4 |
| -1.33% | Dec 15, 2023 | 13 | Jan 5, 2024 | 8 | Jan 18, 2024 | 21 |
| -1.22% | Sep 15, 2025 | 1 | Sep 16, 2025 | 16 | Oct 8, 2025 | 17 |
| -1.15% | Dec 15, 2025 | 4 | Dec 19, 2025 | 26 | Jan 29, 2026 | 30 |
| -1.00% | Jun 13, 2025 | 10 | Jun 30, 2025 | 31 | Aug 13, 2025 | 41 |
| -0.76% | Nov 5, 2025 | 15 | Nov 26, 2025 | 12 | Dec 15, 2025 | 27 |
| -0.61% | Jan 18, 2024 | 2 | Jan 22, 2024 | 1 | Jan 23, 2024 | 3 |
| -0.59% | Aug 25, 2025 | 3 | Aug 28, 2025 | 11 | Sep 15, 2025 | 14 |
| -0.52% | Oct 8, 2025 | 7 | Oct 17, 2025 | 13 | Nov 5, 2025 | 20 |
| -0.30% | Aug 13, 2025 | 4 | Aug 19, 2025 | 4 | Aug 25, 2025 | 8 |