Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIRIX (HORIZON ACTIVE INCOME FUND INSTITUTIONAL CLASS) | -0.62% | 3.52% | 3.29% | -0.82% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIRIX (HORIZON ACTIVE INCOME FUND INSTITUTIONAL CLASS) | 09/15/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 3.52 | 3.29 | -0.82 | NA | NA | NA | … | … | -0.62 | 2.48 | 1.77 | 5.15 | -14.83 | -0.69 | 7.67 | 8.55 | -4.59 | 4.29 | -3.52 |
| Sharpe Ratio | NA | 0.41 | 0.08 | -0.58 | NA | NA | NA | … | … | -0.73 | -0.08 | -1.00 | 0.13 | -2.35 | -0.19 | 0.91 | 2.86 | -2.37 | 1.58 | -2.61 |
| Standard Deviation(%) | NA | 3.98 | 5.23 | 5.59 | NA | NA | NA | … | … | 4.68 | 4.77 | 4.82 | 7.25 | 6.93 | 3.71 | 8.12 | 2.50 | 2.51 | 2.33 | 4.50 |
| Draw Down(%) | NA | 3.08 | 6.78 | 19.44 | NA | NA | NA | … | … | 3.08 | 3.32 | 3.22 | 8.56 | 17.65 | 3.65 | 11.49 | 1.48 | 5.24 | 1.42 | 5.36 |
| Yield(%) | 0.00 | 3.27 | 3.86 | 2.69 | 2.53 | 1.69 | 1.27 | … | … | 0.39 | 4.18 | 4.33 | 3.92 | 1.52 | 1.94 | 2.06 | 2.98 | 3.42 | 2.70 | 1.09 |
Data as of 06/04/2026, Common starting date is 09/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIRIX (HORIZON ACTIVE INCOME FUND INSTITUTIONAL CLASS) |
-5.46%
Oct 2020 – Oct 2023 |
-1.57%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIRIX (HORIZON ACTIVE INCOME FUND INSTITUTIONAL CLASS) |
5.09%
Dec 2018 – Dec 2021 |
2.95%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
