Performance analysis of Horizon Technology Finance (HTFC)
Annual Return
Over the past 3 years, HTFC has had an average annual return of +7.70%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Jun 27, 2022, HTFC has had an average annual return of +6.34%, underperforming the benchmark SPY, which returned +19.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.99% | +10.08% | +4.68% | +10.80% | -2.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.36% | +0.65% | -0.45% | +0.22% | +0.69% | +1.64% | -0.14% | +2.99% | |||||
| 2025 | +1.29% | +1.65% | -0.02% | -1.18% | +1.82% | +2.60% | -0.21% | +0.86% | +0.76% | +0.77% | +0% | +1.37% | +10.08% |
| 2024 | +1.23% | -1.37% | -1.11% | +1.13% | -0.66% | +0.83% | +0.51% | +1.03% | +1.95% | +0.87% | -0.37% | +0.60% | +4.68% |
| 2023 | +5.55% | +1.61% | -3.55% | +0.67% | +1.15% | +0.37% | +0.05% | -0.83% | +2.60% | -0.70% | +1% | +2.67% | +10.80% |
| 2022 | +2.07% | -0.31% | +0.45% | -6.15% | +0.17% | +2.07% | -0.44% | -2.36% |
Drawdown analysis of Horizon Technology Finance (HTFC)
The maximum drawdown for the HTFC was -10.69%, occurring on Sep 27, 2022. Recovery took 93 trading sessions.
The current HTFC drawdown is -0.86%.
Since Jun 27, 2022 HTFC has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.69% | Sep 6, 2022 | 15 | Sep 27, 2022 | 93 | Feb 9, 2023 | 108 |
| -9.42% | Mar 8, 2023 | 8 | Mar 20, 2023 | 180 | Dec 5, 2023 | 188 |
| -3.31% | Jan 30, 2024 | 27 | Mar 8, 2024 | 83 | Jul 9, 2024 | 110 |
| -2.65% | Mar 14, 2025 | 20 | Apr 11, 2025 | 38 | Jun 6, 2025 | 58 |
| -2.22% | Jul 16, 2024 | 8 | Jul 26, 2024 | 34 | Sep 13, 2024 | 42 |
| -2.20% | Mar 20, 2026 | 4 | Mar 26, 2026 | 31 | May 11, 2026 | 35 |
| -1.59% | Jul 5, 2022 | 12 | Jul 21, 2022 | 8 | Aug 2, 2022 | 20 |
| -1.51% | Dec 18, 2024 | 3 | Dec 23, 2024 | 24 | Jan 30, 2025 | 27 |
| -1.38% | Jan 12, 2024 | 3 | Jan 18, 2024 | 3 | Jan 23, 2024 | 6 |
| -1.26% | Dec 11, 2024 | 1 | Dec 12, 2024 | 1 | Dec 13, 2024 | 2 |
| -1.24% | Sep 19, 2025 | 10 | Oct 3, 2025 | 33 | Nov 19, 2025 | 43 |
| -1.24% | Mar 2, 2026 | 4 | Mar 6, 2026 | 6 | Mar 16, 2026 | 10 |
| -1.20% | May 18, 2026 | 6 | May 27, 2026 | 13 | Jun 15, 2026 | 19 |
| -1.18% | Aug 9, 2022 | 14 | Aug 29, 2022 | 5 | Sep 6, 2022 | 19 |
| -1.14% | Jan 30, 2025 | 6 | Feb 7, 2025 | 5 | Feb 14, 2025 | 11 |
| -1.14% | Feb 10, 2023 | 5 | Feb 17, 2023 | 1 | Feb 21, 2023 | 6 |
| -1.05% | Jul 21, 2025 | 3 | Jul 24, 2025 | 24 | Aug 27, 2025 | 27 |
| -1.02% | Jan 23, 2024 | 1 | Jan 24, 2024 | 1 | Jan 25, 2024 | 2 |
| -1.00% | Dec 5, 2024 | 3 | Dec 10, 2024 | 1 | Dec 11, 2024 | 4 |
| -1.00% | Jun 16, 2026 | 4 | Jun 23, 2026 | 13 | Jul 13, 2026 | 17 |
| -0.91% | Dec 5, 2023 | 2 | Dec 7, 2023 | 2 | Dec 11, 2023 | 4 |
| -0.91% | Mar 3, 2025 | 4 | Mar 7, 2025 | 5 | Mar 14, 2025 | 9 |
| -0.90% | Oct 31, 2024 | 2 | Nov 4, 2024 | 22 | Dec 5, 2024 | 24 |
| -0.87% | Jun 30, 2025 | 1 | Jul 1, 2025 | 13 | Jul 21, 2025 | 14 |
| -0.86% | Jul 15, 2026 | 4 | Jul 21, 2026 | Ongoing | Ongoing | Ongoing |