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 Strategic Asset Allocation – Optimal Moderate | NA | 26.38% | 3.52% | 8.15% | 7.26% | 8.96% | 7.57% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.92 | 26.38 | 3.52 | 8.15 | 7.26 | 8.96 | 7.57 | … | … | 0.04 | 11.51 | 15.22 | -14.05 | 16.07 | 12.30 | 18.92 | -5.53 | 10.18 | 12.40 | -0.65 | 8.94 | 18.64 | 14.47 | 1.21 | 15.78 | 23.48 | -19.90 | 2.89 | 11.78 | 4.42 | 12.02 | 21.26 | -7.35 | 5.83 |
| Sharpe Ratio | NA | 0.68 | -0.03 | 0.36 | 0.49 | NA | NA | … | … | 0.00 | 0.55 | 1.11 | -1.00 | 1.81 | 0.55 | 2.42 | -0.74 | 2.06 | 1.41 | -0.08 | 1.26 | 2.47 | 1.81 | 0.07 | 1.29 | 1.19 | -0.86 | -0.01 | 1.16 | 0.31 | 1.46 | 2.19 | -0.62 | 0.30 |
| Standard Deviation(%) | NA | 8.87 | 11.78 | 14.01 | 11.37 | NA | NA | … | … | 7.45 | 8.95 | 9.85 | 15.47 | 8.86 | 22.00 | 7.24 | 9.28 | 4.64 | 8.65 | 8.98 | 7.06 | 7.53 | 7.95 | 15.76 | 12.14 | 19.61 | 24.31 | 9.91 | 7.34 | 7.33 | 7.60 | 9.40 | 13.72 | 11.93 |
| Draw Down(%) | NA | 4.71 | 18.79 | 25.76 | 25.76 | NA | NA | … | … | 0.63 | 4.71 | 9.19 | 19.56 | 4.04 | 25.76 | 3.92 | 12.79 | 2.00 | 6.56 | 7.92 | 5.00 | 5.62 | 5.52 | 14.82 | 10.30 | 21.04 | 31.99 | 6.39 | 5.07 | 4.52 | 6.13 | 8.03 | 19.75 | 12.61 |
| Yield(%) | NA | 3.14 | 2.52 | 2.76 | 2.56 | NA | NA | … | … | NA | 1.01 | 2.68 | 2.24 | 1.86 | 3.36 | 2.81 | 1.69 | 0.50 | 2.74 | 3.69 | 3.06 | 2.40 | 4.23 | 2.58 | 4.36 | 4.10 | 4.59 | 3.42 | 3.07 | 2.73 | 3.22 | 3.11 | 4.01 | 5.48 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.24%
Feb 2006 – Feb 2009 |
-2.02%
Feb 2004 – Feb 2009 |
5.77%
Dec 2001 – Dec 2011 |
6.08%
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 Strategic Asset Allocation – Optimal Moderate |
21.26%
Feb 2009 – Feb 2012 |
18.19%
Feb 2009 – Feb 2014 |
12.04%
Feb 2009 – Feb 2019 |
10.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart