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BENJ
+0.58 · +1.12%
$52.28 · NYSE ARCA

Horizon Funds (BENJ) ETF Analysis | Ultrashort Bond

Horizon Investments · USA
AUM:$211.9M
#– of – in Ultrashort Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

BENJ returned +3.9% over the past year, broadly in line with flat market conditions.

What is BENJ?

The fund is an actively managed exchange-traded fund (ETF) that sees to achieve its investment objective primarily by investing in U. Treasury Bills with maturities ranging from one to three months (and ETFs that have substantial exposure to such Treasury Bills), and by engaging in options transactions.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
BENJ returned 3.9% over the past year.
Broadly Diversified
Top 10 holdings represent just 0.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$211.9M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings1
Inception DateJan 2025
Domicile–
Distribution–
Index–
ProviderHorizon Investments
Beta–
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.8%
1Y
+3.8%
3Y
+6.2%
5Y
+6.2%
OpenBook InsightIf you had invested £10,000 in BENJ 5 years ago, it would have grown to £10,622 — a gain of £622.

Annual Returns

Calendar year performance

BENJ delivered positive returns in 2 of the last 2 calendar years.
YearBENJ
2026 YTD+2.3%
2025+3.7%
2/2 positive yearsAvg return: +3.0%Worst year: +2.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
0.6%
Low
Momentum
+0.4%
30-day change
Support Level
52.98
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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