Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HRZB (Horizon Financial Corp) NA -99.48% -92.02% -76.92% -45.50% -31.88% NA
Data as of 03/02/2010, Common starting date is 03/27/1990
More Performance Analytics Comparison
Name Start Date End Date
HRZB (Horizon Financial Corp) 03/27/1990 03/02/2010
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.48 -92.02 -76.92 -45.50 -31.88 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 1.33 1.77 3.58 3.31 3.43
Data as of 03/02/2010, Common starting date is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRZB (Horizon Financial Corp) -90.50%
Jan 2007 – Jan 2010
-73.40%
Feb 2005 – Feb 2010
-41.63%
Jan 2000 – Jan 2010
-28.86%
Feb 1995 – Feb 2010
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRZB (Horizon Financial Corp) 46.11%
Oct 1990 – Oct 1993
32.35%
Jun 2000 – Jun 2005
18.80%
Aug 1996 – Aug 2006
18.12%
Jul 1991 – Jul 2006
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return