Nasdaq - Delayed Quote USD

Horizon Active Asset Allocation I (HASIX)

16.40 +0.14 (+0.86%)
At close: 8:00:38 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 16.14%
5y Average Return 10.17%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Dec 10, 2024) 22.53%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 22.53%
Worst 3Y Total Return 5.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HASIX
Category
YTD
16.36%
9.69%
1-Month
4.09%
0.97%
3-Month
2.97%
5.21%
1-Year
23.08%
27.45%
3-Year
5.62%
8.85%
5-Year
10.23%
8.56%
10-Year
7.81%
5.61%
Last Bull Market
23.45%
10.63%
Last Bear Market
-13.76%
-12.05%

Annual Total Return (%) History

Year
HASIX
Category
2024
--
--
2023
17.29%
--
2022
-16.85%
--
2021
21.32%
--
2020
14.88%
9.83%
2019
20.63%
14.61%
2018
-8.68%
-7.70%
2017
22.53%
12.63%

2016
--
5.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.79% 1.79% 4.10% --
2023 2.24% 5.93% -2.76% 11.37%
2022 -5.73% -13.76% -6.80% 9.75%
2021 7.92% 4.94% -1.08% 8.30%
2020 -22.31% 18.44% 7.91% 15.69%
2019 11.60% 1.33% -0.66% 7.38%
2018 1.49% 1.01% 5.44% -15.51%
2017 6.51% 3.94% 4.95% 5.47%
2016 0.63% -- -- --

Rank in Category (By Total Return)

YTD 38
1-Month 45
3-Month 58
1-Year 29
3-Year 22
5-Year 14

Load Adjusted Returns

1-Year 23.08%
3-Year 5.62%
5-Year 10.23%
10-Year 7.81%

Performance & Risk

YTD Return 16.14%
5y Average Return 10.17%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Horizon Investments
Net Assets 915.87M
YTD Return 16.36%
Yield 0.74%
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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