Over the latest trailing 12-month period, total return cagr is -9.24%. The comparable SPY value is +16.94%. Year-to-date total return is -17.18%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in HRZN
$17,602
(1.8x return)
Invested on Oct 29, 2010
Growth of $10,000 in SPY (S&P 500)
$84,444
(8.4x return)
Invested on Oct 29, 2010
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-17.2%
1-Year Total Return
-9.3%
Current Dividend Yield
24.24%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (26.1%) | (9.2%) | +16.9% |
| 3 Years | (27.5%) | (14.7%) | +12.7% |
| 5 Years | (22.7%) | (11.4%) | +11.4% |
| 10 Years | (10.3%) | +1.0% | +11.3% |
| 15 Years | (7.4%) | +3.9% | +11.3% |
| 20 Years | N/A | N/A | N/A |
