Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HORIZON AIR SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 23.27% | 5.07% | 8.53% | 7.48% | 9.50% | 9.17% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HORIZON AIR SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 23.27 | 5.07 | 8.53 | 7.48 | 9.50 | 9.17 | … | … | 0.25 | 10.61 | 14.36 | -9.31 | 17.18 | 8.43 | 16.91 | -4.57 | 12.41 | 11.73 | -0.97 | 8.72 | 21.41 | 14.51 | 0.59 | 20.09 | 21.74 | 1.90 | 2.20 | 12.43 | 3.99 | 12.42 | 22.28 | 7.38 | 8.07 |
| Sharpe Ratio | NA | 0.57 | 0.09 | 0.40 | 0.51 | NA | NA | … | … | 0.03 | 0.45 | 1.10 | -0.72 | 1.81 | 0.39 | 2.24 | -0.60 | 2.33 | 1.30 | -0.11 | 1.22 | 2.58 | 1.68 | 0.03 | 1.71 | 2.16 | 0.16 | -0.07 | 1.19 | 0.24 | 1.39 | 3.01 | 1.34 | 1.07 |
| Standard Deviation(%) | NA | 8.86 | 11.28 | 13.49 | 11.14 | NA | NA | … | … | 7.24 | 8.93 | 9.19 | 14.79 | 9.45 | 20.89 | 6.91 | 9.88 | 5.06 | 8.84 | 9.22 | 7.10 | 8.29 | 8.61 | 16.78 | 11.70 | 10.01 | 5.96 | 10.94 | 7.72 | 7.58 | 8.23 | 7.17 | 4.67 | 5.37 |
| Draw Down(%) | NA | 4.84 | 13.89 | 24.84 | 24.84 | NA | NA | … | … | 0.50 | 4.84 | 7.31 | 14.76 | 4.18 | 24.84 | 3.84 | 12.68 | 2.18 | 6.77 | 8.19 | 5.09 | 5.70 | 6.11 | 15.72 | 8.39 | 4.44 | 5.05 | 7.31 | 5.55 | 4.68 | 6.46 | 3.55 | 2.60 | 4.22 |
| Yield(%) | NA | 2.66 | 2.15 | 2.45 | 2.54 | NA | NA | … | … | NA | 1.40 | 2.66 | 1.48 | 1.85 | 3.38 | 3.03 | 2.04 | 2.07 | 2.16 | 3.43 | 2.98 | 2.20 | 3.99 | 2.49 | 4.32 | 5.40 | 8.59 | 3.12 | 2.79 | 2.35 | 3.10 | 3.71 | 6.70 | 8.23 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HORIZON AIR SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate |
0.87%
Mar 2017 – Mar 2020 |
2.76%
Mar 2015 – Mar 2020 |
6.34%
Oct 2013 – Oct 2023 |
8.13%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HORIZON AIR SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.46%
Sep 2011 – Sep 2014 |
15.94%
Jun 2009 – Jun 2014 |
11.63%
Apr 2001 – Apr 2011 |
10.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart