Horizon Core Bond ETF (BNDY) Performance
BNDY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.3% since Dec 31, 2025
- 1 year
- +0.3% total return
- Since first price
- +5.0% since 2025
BNDY trailing returns vs AGG, TLT, SPY
| Period | BNDY total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.2% | −1.9% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.2% | −6.4% | −1.5% | −3.8% | +7.8% |
| YTD | −0.3% | −5.7% | −1.0% | −3.4% | +12.3% |
| 1 year | +0.3% | −6.6% | −1.1% | −6.9% | +14.4% |
| Since inceptionJul 3, 2025 | +5.0% | −2.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BNDY vs AGG
From Jul 3, 2025: BNDY grew to $10,500, AGG to $10,245.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BNDY returns by calendar year
2026 is year to date.
BNDY annual returns table
| Year | BNDY | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.3% | −3.9% | −1.0% | −3.4% | +12.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BNDY risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +2.5% |
| Volatility (annualized) | 4.3% |
| Sharpe ratio | -0.25 |
| Sortino ratio | -0.30 |
| Best month | +1.6% |
| Worst month | −2.3% |
| Best 12 months | +5.0% |
| Worst 12 months | +0.2% |
| Positive months | 79% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BNDY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 4 | +0.2% | +2.3% | +5.0% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BNDY performance overview
Horizon Core Bond ETF (BNDY) returned +0.3% over the past year, with distributions reinvested. Since its first recorded price on Jul 3, 2025 it has returned +5.0%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: BNDY chart, BNDY dividends, BNDY bond profile. See the BNDY overview for the latest quote and fund facts.
BNDY performance FAQ
What is the BNDY return over the past year?
BNDY returned +0.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.6%.
How much would $10,000 invested in BNDY be worth?
$10,000 invested in BNDY at its first recorded close on July 3, 2025 would be worth about $10,500 on October 23, 2026 with distributions reinvested.
How volatile is BNDY?
Over the past history BNDY had an annualized volatility of 4.3% and a Sharpe ratio of -0.25 (excess return over 1–3 month T-bills per unit of risk).