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Horizon Active Asset Allocation Investor (AAANX)
At close: December 11 at 6:45:02 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AAANX | Category Average | AAANX | Category Average | AAANX | Category Average | |
| Alpha | 2.47 | -0.02 | 2.52 | -0.01 | -0.2 | -0.02 |
| BETA | 1.23 | 0.01 | 1.37 | 0.01 | 1.46 | 0.01 |
| Mean Annual Return | 0.56 | 0.01 | 0.94 | 0.01 | 0.72 | 0 |
| R-squared | 91.88 | 0.76 | 92.38 | 0.73 | 91.3 | 0.73 |
| Standard Deviation | 16.24 | 0.13 | 17.77 | 0.11 | 15.32 | 0.09 |
| Sharpe Ratio | 0.16 | 0.01 | 0.49 | 0.01 | 0.44 | 0.01 |
| Treynor Ratio | 1.12 | 0.08 | 5.48 | 0.08 | 4.03 | 0.06 |
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