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Horizon Core Equity ETF
STOX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 16, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +2.17% | +3.08% | +13.38% | +17.18% | ||
| Flows | +$10M | +$76M | +$138M | +$154M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Options Strategies |
| Provider | Horizon Investments |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | June 25, 2025 |
| ESG | No |
More data and info about STOX on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +10.58% | +12.67% | ||
Max drawdown | -2.88% | -9.48% | ||
Max drawdown duration | 36d | 77d | N/A | N/A |
Time to recover | 3d | 16d | N/A | N/A |
What type of ETF is STOX?
STOX is a Active ETF that provides exposure to Equity assets. It is managed by Horizon Investments.
What does STOX invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of STOX?
The total expense ratio (TER) of STOX is 0.7%, representing the annual fee charged by the fund manager.
When was STOX launched?
STOX was launched on June 25, 2025, marking its entry into the ETF market.
Who is the issuer of STOX?
STOX is issued by Horizon Investments.
What is the AUM of STOX?
As of October 16, 2026, STOX manages $237.64 M, reflecting the total assets held in the fund.
How has STOX performed recently?
As of October 16, 2026, STOX delivered a return of 2.17% over the past month (1M performance), 3.08% over the past three months (3M), and 13.38% year-to-date (YTD).
What are the recent fund flows for STOX?
As of October 16, 2026, STOX has seen net flows of +$10M in the past month (1M flow) and +$138M year-to-date (YTD).
Does STOX pay dividends?
As of October 16, 2026, STOX has a trailing 12-month distribution yield of 0.17%.
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