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Horizon Active Asset Allocation I (HASIX)
At close: December 11 at 6:45:38 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 | 22.53% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HASIX | Category Average | HASIX | Category Average | HASIX | Category Average | |
| Alpha | 2.57 | -0.02 | 2.63 | -0.01 | -0.11 | -0.02 |
| BETA | 1.24 | 0.01 | 1.37 | 0.01 | 1.46 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 0.95 | 0.01 | 0.73 | 0 |
| R-squared | 91.79 | 0.76 | 92.39 | 0.73 | 91.29 | 0.73 |
| Standard Deviation | 16.27 | 0.13 | 17.78 | 0.11 | 15.32 | 0.09 |
| Sharpe Ratio | 0.17 | 0.01 | 0.49 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | 1.2 | 0.08 | 5.57 | 0.08 | 4.1 | 0.06 |
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