AAANX
Horizon Active Asset Allocation-Inv
$14.51
-0.17 (-1.16%)
Currency in USD / Last Updated: 4/15/2024
| Category | Tactical |
|---|---|
| Market Cap | 1024.422M |
| 52 Week High | 15.04 |
| 52 Week Low | 11.966 |
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Key Data
| Symbol | AAANX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 14.51 |
| Price Yesterday | 14.68 |
| Market Cap | 1,024.42 |
| YTD Return | 3.94% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0139 |
Overview
| 52 Week High | 15.04 |
|---|---|
| 52 Week Low | 11.97 |
| Market Cap | 1,024.42M |
| Shares Outstanding | 70.60M |
| Income Dividend Yield | 0.75% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.75% |
Returns Annualized
| One Day | -94.70% |
|---|---|
| Five Days | -76.30% |
| One Months | -12.92% |
| Three Months | 19.11% |
| Six Months | 33.34% |
| Nine Months | 14.19% |
| One Year | 19.00% |
| Three Years | 3.35% |
| Five Years | 8.26% |
| Ten Years | 7.46% |
| YTD | 14.50% |
| Since Inception | 8.44% |
Returns Total
| One Day | -1.16% |
|---|---|
| Five Days | -2.81% |
| One Month | -1.09% |
| Three Months | 4.46% |
| Six Months | 15.32% |
| Nine Months | 10.45% |
| One Year | 18.90% |
| Three Years | 10.36% |
| Five Years | 48.55% |
| Ten Years | 104.94% |
| YTD | 3.94% |
| Since Inception | 167.96% |
Yearly Returns
| 2024 | 3.94% |
|---|---|
| 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 | -5.31% |
|---|---|
| Beta | 1 |
| Correlation | 99.03% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 98.08% |
| Standard Deviation | 3.42% |
| Sharpe Ratio | -0.46 |
| Sortino | -1.96 |
| Treynor | 13.66 |
| Ulcer Index | 3.11 |
| Ulcer Performance Index | -1.74 |