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Horizon Active Income Fund - Investor Class: (MF: AIMNX)
(NASDAQ Mutual Funds) As of Oct 10, 2024 08:00 PM ET
$8.24 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.93 | 96 |
| 3 months | 4.29 | 83 |
| 6 months | 4.39 | 94 |
| 1 Year | 7.16 | 95 |
| 3 Year | -2.99 | 98 |
| 5 Year | -0.31 | 98 |
| 10 Year | 0.23 | 96 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 2.73 |
| 5 Year | -0.68 |
| 10 Year | -0.10 |
| Since Inception | 0.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.41 | -0.14 | NA | NA |
| 2023 | 2.36 | -0.67 | -3.49 | 7.04 |
| 2022 | -6.58 | -5.86 | -4.31 | 1.08 |
| 2021 | -3.21 | 2.38 | -0.14 | -0.01 |
| 2020 | -1.10 | 3.16 | 2.36 | 3.08 |
| 2019 | 3.84 | 2.45 | 1.16 | 0.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.93 | 5.03 | -14.94 | -1.06 | 7.65 | 8.66 | -4.77 | 4.09 | -0.91 | -1.67 | 3.30 |
| % Total Return Rel to Index | -16.60 | -21.21 | 3.25 | -29.74 | -10.74 | -22.82 | -0.38 | -17.70 | -12.85 | -3.06 | -10.34 |
| % Total Return Rel to Peer | -9.52 | -4.34 | -7.97 | -22.06 | 2.49 | -13.32 | 2.24 | -10.01 | -12.27 | 1.81 | -4.12 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 5.00 | 2.00 | 5.00 | 2.00 | 5.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.19 | 0.30 | 0.13 | 0.15 | 0.18 | 0.25 | 0.31 | 0.23 | 0.15 | 0.16 | 0.13 |
| % Yield | 2.24 | 3.79 | 1.59 | 1.50 | 1.75 | 2.57 | 3.31 | 2.33 | 1.51 | 1.57 | 1.28 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.99 | 0.95 | 0.89 | 0.95 | 0.90 | 0.88 | 0.98 | 1.18 | 1.24 | 1.24 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%