Horizon Core Equity ETF (STOX) Performance
STOX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.5% since Dec 31, 2025
- 1 year
- +14.7% total return
- Since first price
- +26.6% since 2025
STOX trailing returns vs SPY, QQQ, AGG
| Period | STOX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.8% | +3.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.4% | +8.4% | +7.8% | +8.4% | −1.5% |
| YTD | +12.5% | +12.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.7% | +14.5% | +14.4% | +15.9% | −1.1% |
| Since inceptionJun 26, 2025 | +26.6% | +26.4% | — | — | — |
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: STOX vs SPY
From Jun 26, 2025: STOX grew to $12,659, SPY to $12,589.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
STOX returns by calendar year
2026 is year to date.
STOX annual returns table
| Year | STOX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.5% | −9.3% | +12.3% | +15.1% | −1.0% |
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.
STOX risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +19.3% |
| Volatility (annualized) | 11.6% |
| Sharpe ratio | 1.26 |
| Sortino ratio | 2.70 |
| Best month | +10.1% |
| Worst month | −5.7% |
| Best 12 months | +20.9% |
| Worst 12 months | +16.2% |
| Positive months | 73% |
| 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.
STOX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 5 | +13.2% | +19.7% | +20.9% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
STOX performance overview
Horizon Core Equity ETF (STOX) returned +14.7% over the past year, with distributions reinvested. Since its first recorded price on Jun 26, 2025 it has returned +26.6%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: STOX chart, STOX holdings, STOX dividends, STOX valuation. See the STOX overview for the latest quote and fund facts.
STOX performance FAQ
What is the STOX return over the past year?
STOX returned +14.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.5%.
How much would $10,000 invested in STOX be worth?
$10,000 invested in STOX at its first recorded close on June 26, 2025 would be worth about $12,659 on October 23, 2026 with distributions reinvested.
How volatile is STOX?
Over the past history STOX had an annualized volatility of 11.6% and a Sharpe ratio of 1.26 (excess return over 1–3 month T-bills per unit of risk).