Horizon Expedition Plus

Symbol: HBTA

Exchange: NYSE ARCA

Sector: Technology

Category: Derivative Income

Inception Date: 22/01/2025

Latest Date: 02/04/2026

Current Price: $27.20

Expense Ratio: 0.86%

Assets Under Management
$126.9M
1.00% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-5.95%

Volatility

27.53%

Sharpe Ratio

-1.909

VaR 95%

-2.64%

CVaR 95%: -2.88%
Max Drawdown: -11.09%
Sortino Ratio: -3.494
Calmar Ratio: -4.41
Return

-6.17%

Volatility

21.49%

Sharpe Ratio

-1.231

VaR 95%

-2.31%

CVaR 95%: -2.75%
Max Drawdown: -13.18%
Sortino Ratio: -1.887
Calmar Ratio: -1.73
Return

-3.38%

Volatility

19.75%

Sharpe Ratio

-0.522

VaR 95%

-2.29%

CVaR 95%: -2.76%
Max Drawdown: -13.18%
Sortino Ratio: -0.738
Calmar Ratio: -0.51
Return

23.37%

Volatility

25.09%

Sharpe Ratio

0.791

VaR 95%

-2.25%

CVaR 95%: -3.72%
Max Drawdown: -13.18%
Sortino Ratio: 0.969
Calmar Ratio: 1.78

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.096%

Best Day

12.846%

09/04/2025
Worst Day

-7.478%

03/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $26.93 $27.20 $26.79 $27.20 63,900
01/04/2026 $27.21 $27.45 $27.17 $27.27 9,800
31/03/2026 $26.05 $26.78 $26.05 $26.78 8,500
30/03/2026 $26.03 $26.03 $25.52 $25.69 7,300
27/03/2026 $26.30 $26.30 $25.94 $25.94 7,600
26/03/2026 $26.92 $27.15 $26.51 $26.51 6,000
25/03/2026 $27.51 $27.53 $27.34 $27.34 3,600
24/03/2026 $27.14 $27.34 $27.14 $27.14 5,900
23/03/2026 $27.64 $27.74 $27.29 $27.38 7,800
20/03/2026 $27.14 $27.15 $26.78 $26.78 4,600