AAANX
Horizon Active Asset Allocation-Inv
$15.58
-0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 1072.829M |
| 52 Week High | 15.59 |
| 52 Week Low | 11.996 |
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Key Data
| Symbol | AAANX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 15.58 |
| Price Yesterday | 15.59 |
| Market Cap | 1,072.83 |
| YTD Return | 11.60% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0142 |
Overview
| 52 Week High | 15.59 |
|---|---|
| 52 Week Low | 12.00 |
| Market Cap | 1,072.83M |
| Shares Outstanding | 68.86M |
| Income Dividend Yield | 0.70% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.70% |
Returns Annualized
| One Day | -14.94% |
|---|---|
| Five Days | 141.56% |
| One Months | 47.16% |
| Three Months | 18.29% |
| Six Months | 27.80% |
| Nine Months | 33.29% |
| One Year | 22.41% |
| Three Years | 4.88% |
| Five Years | 9.87% |
| Ten Years | 7.66% |
| YTD | 23.74% |
| Since Inception | 8.90% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 1.76% |
| One Month | 3.11% |
| Three Months | 4.21% |
| Six Months | 12.82% |
| Nine Months | 23.74% |
| One Year | 22.39% |
| Three Years | 15.28% |
| Five Years | 59.89% |
| Ten Years | 108.88% |
| YTD | 11.60% |
| Since Inception | 187.77% |
Yearly Returns
| 2024 | 11.60% |
|---|---|
| 2023 | 17.24% |
| 2022 | -16.98% |
| 2021 | 21.20% |
| 2020 | 14.73% |
| 2019 | 20.60% |
| 2018 | -8.80% |
| 2017 | 22.26% |
| 2016 | 4.55% |
| 2015 | -4.19% |
Risk against SP-DA
| Alpha | -5.58% |
|---|---|
| Beta | 0.97 |
| Correlation | 96.11% |
| Downside Deviation | 2.86% |
| Coefficient of determination | 92.37% |
| Standard Deviation | 3.24% |
| Sharpe Ratio | -0.56 |
| Sortino | -2.21 |
| Treynor | 17.58 |
| Ulcer Index | 3.2 |
| Ulcer Performance Index | -1.97 |