The chart above shows the blended results of applying Horizon to all our supported employer plans and mutual fund families over the past 13+ years. Click here to see detailed performance history for each supported employer plan/mutual fund family.
The performance of an initial $100,000 investment managed with Horizon is compared to that same amount invested in a money market fund, the S&P 500 Index, and the best and worst performing Fidelity Freedom funds (as proxies for the performance range of a formulaic asset allocation investment approach). NOTE: Click on the chart to enlarge.
* The application and reported performance results of Horizon's objective process have been verified by Ashland Partners and Company, LLP, the leading compliance firm auditing investment management results. Their work is done in accordance with the ethical and quality standards developed and published by the Chartered Financial Analyst Institute, an international non-profit organization of over 70,000 investment practitioners and educators in over 100 countries.