QGRDHorizon NASDAQ-100 Defined Risk ETF
Seeks capital appreciation and capital preservation.
By Horizon Investments · Launched 2025
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$167M
#2,615 of 6,040 · mid-size
Return (1Y)
+13.3%
Track Record
1 year
#4,475 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,352+13.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 9 holdings = 99.1% of fundconcentrated
N/A
98.1%
N/A
0.6%
N/A
0.6%
N/A
0.2%
First American Government Obli
0.1%
N/A
-0.0%
N/A
-0.1%
N/A
-0.1%
N/A
-0.2%
Asset allocation
Stocks
192.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.1%Moderate
Year-on-year price swings
Max drawdown
-9.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation and capital preservation.
- Strategy
- Actively manages an options-based strategy using FLEX Options to provide exposure to the Nasdaq-100 Index, aiming to generate income, manage volatility, and reduce downside risk. The strategy focuses on large domestic and international non-financial companies, heavily concentrated in the technology sector.
- Inception date
- July 9, 2025
- Fund family
- Horizon Investments
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Data updated on 2026-09-18