Horizon Etf Performance

INFL -  USA Etf  

USD 31.62  0.20  0.64%

The etf retains a Market Volatility (i.e., Beta) of 0.8454, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Horizon's beta means in this case. As returns on the market increase, Horizon Kinetics returns are expected to increase less than the market. However, during the bear market, the loss on holding Horizon Kinetics will be expected to be smaller as well. Although it is extremely important to respect Horizon Kinetics Inf current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining future performance of any etf is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating Horizon Kinetics Inf technical indicators, you can presently evaluate if the expected return of 0.0968% will be sustainable into the future.

Horizon Etf Performance 

 
Refresh
 Horizon Performance
9 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Horizon Kinetics Inflation are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Even with relatively steady technical and fundamental indicators, Horizon Kinetics is not utilizing all of its potentials. The current stock price chaos, may contribute to medium-term losses for the stakeholders. ...more

Horizon Price Channel

Fifty Two Week Low24.07
Fifty Two Week High31.60

Horizon Kinetics Relative Risk vs. Return Landscape

If you would invest  2,975  in Horizon Kinetics Inflation on July 26, 2021 and sell it today you would earn a total of  187.00  from holding Horizon Kinetics Inflation or generate 6.29% return on investment over 90 days. Horizon Kinetics Inflation is currently generating 0.0968% in daily expected returns and assumes 0.7771% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than Horizon, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
 Daily Expected Return (%) 
      Risk (%) 
Given the investment horizon of 90 days Horizon Kinetics is expected to generate 1.11 times more return on investment than the market. However, the company is 1.11 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The DOW is currently generating roughly 0.04 per unit of risk.

Horizon Kinetics Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Horizon Kinetics' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Horizon Kinetics Inflation, and traders can use it to determine the average amount a Horizon Kinetics' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1246

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashINFLAverage
Risk
High
Risk
Huge
Risk
Negative Returns
Estimated Market Risk
 0.78
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 0.1
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.12
  actual daily
 
 9 %
of total potential
 
99
Based on monthly moving average Horizon Kinetics is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Horizon Kinetics by adding it to a well-diversified portfolio.

About Horizon Kinetics Performance

To evaluate Horizon Kinetics Inf Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Horizon Kinetics generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Horizon Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Horizon Kinetics Inf stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Horizon's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks long-term growth of capital in real terms. Horizon Kinetics is traded on NYSEArca Exchange in the United States.

Things to note about Horizon Kinetics Inf

Checking the ongoing alerts about Horizon Kinetics for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Horizon Kinetics Inf help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Horizon Kinetics Alerts

Equity Alerts and Improvement Suggestions

The fund retains 98.42% of its assets under management (AUM) in equities
Please see Risk vs Return Analysis. Note that the Horizon Kinetics Inf information on this page should be used as a complementary analysis to other Horizon Kinetics' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Managers module to screen money managers from public funds and ETFs managed around the world.

Complementary Tools for Horizon Etf analysis

When running Horizon Kinetics Inf price analysis, check to measure Horizon Kinetics' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Horizon Kinetics is operating at the current time. Most of Horizon Kinetics' value examination focuses on studying past and present price action to predict the probability of Horizon Kinetics' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Horizon Kinetics' price. Additionally, you may evaluate how the addition of Horizon Kinetics to your portfolios can decrease your overall portfolio volatility.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
The market value of Horizon Kinetics Inf is measured differently than its book value, which is the value of Horizon that is recorded on the company's balance sheet. Investors also form their own opinion of Horizon Kinetics' value that differs from its market value or its book value, called intrinsic value, which is Horizon Kinetics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Horizon Kinetics' market value can be influenced by many factors that don't directly affect Horizon Kinetics Inf underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Horizon Kinetics' value and its price as these two are different measures arrived at by different means. Investors typically determine Horizon Kinetics value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Horizon Kinetics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.