Nasdaq - Delayed Quote USD

Horizon Active Asset Allocation Investor (AAANX)

16.33 +0.13 (+0.80%)
At close: 8:00:02 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 16.05%
5y Average Return 10.06%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Dec 10, 2024) 27.07%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 27.07%
Worst 3Y Total Return 1.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AAANX
Category
YTD
16.19%
9.69%
1-Month
4.04%
0.97%
3-Month
2.92%
5.21%
1-Year
23.00%
27.45%
3-Year
5.52%
8.85%
5-Year
10.11%
8.56%
10-Year
7.71%
5.61%
Last Bull Market
23.35%
10.63%
Last Bear Market
-13.74%
-12.05%

Annual Total Return (%) History

Year
AAANX
Category
2024
--
--
2023
17.24%
--
2022
-16.98%
--
2021
21.20%
--
2020
14.73%
9.83%
2019
20.60%
14.61%
2018
-8.79%
-7.70%
2017
22.25%
12.63%

2016
4.56%
5.99%
2015
-4.20%
-5.93%
2014
5.90%
2.41%
2013
27.07%
8.62%
2012
--
9.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.66% 1.86% 4.05% --
2023 2.25% 5.87% -2.77% 11.40%
2022 -5.82% -13.74% -6.82% 9.67%
2021 7.94% 4.81% -1.08% 8.30%
2020 -22.34% 18.28% 7.94% 15.72%
2019 11.62% 1.33% -0.74% 7.42%
2018 1.49% 0.93% 5.45% -15.56%
2017 6.33% 3.94% 4.95% 5.39%
2016 -0.18% 1.24% 2.81% 0.63%
2015 1.24% -0.90% -8.78% 4.68%

2014 -0.25% 3.17% 0.08% 2.82%
2013 9.32% 2.42% 4.91% 8.18%
2012 -2.79% 3.27% 0.75% --

Rank in Category (By Total Return)

YTD 40
1-Month 49
3-Month 59
1-Year 29
3-Year 24
5-Year 15

Load Adjusted Returns

1-Year 23.00%
3-Year 5.52%
5-Year 10.11%
10-Year 7.71%

Performance & Risk

YTD Return 16.05%
5y Average Return 10.06%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Horizon Investments
Net Assets 915.87M
YTD Return 16.19%
Yield 0.67%
Morningstar Rating
Inception Date Sep 09, 2016

Fund Summary

The adviser selects asset classes using a flexible approach that allocates the Allocation fund's portfolio between asset classes that Horizon believes offer the opportunity for the highest projected return for a given amount of risk. The adviser may execute its strategy by investing in exchange-traded funds (“ETFs”) or by investing directly in individual securities or baskets of securities. Potential investments are reviewed for trading efficiency, liquidity, risk/return profile, and fit within overall portfolio diversification needs prior to investment.

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