Horizon™ for Huron Consulting
Plan Performance
Subscription Refund Guarantee Period Results
As of December 29, 2014, the Horizon™ Model Portfolio
for the Huron Consulting
401(k) Plan (HURN
) has seen a
83.6% pure investment return
over the past
72-months
since the current Subscription Refund Guarantee Period started on January 1,
2009
.
Compass Investors urges subscribers not to focus on short-term results--whether
up or down--as you should instead focus on the superior results that
Horizon™ provides over the long-term (see Market Cycle results that follow).
Horizon™ is the ONLY strategy that you can count on to produce increased
gains in sustained up markets and protection of account value in severe down
markets
thereby always keeping you on the path towards having Retirement Income
Security.
During the Market Cycle that began 01/01/1997, as of 12/29/14, an initial $100,000 starting investment guided by Horizon™’s Adaptive Asset Allocation™ (AAA) strategy grew by $953,240 to $1,053,240, a growth of 953% (excluding any additional contributions).
This compares to the growth, over that same period, of $100,000 invested in the following alternatives:
- The Plan Index (PI)* grew by $318,626 -- Horizon™’s growth was 199% higher.
- The best performing Formulaic Asset Allocation (FAA)** fund (Fidelity Freedom 2020) grew by $230,417 -- Horizon™’s growth was 314% higher.
- The S&P 500 Index with dividends grew by $282,096 -- Horizon™’s growth was 238% higher.
- A Money Market investment grew by $55,052 -- Horizon™’s growth was 1632% higher.
Legend
Horizon™ Starting Year Guarantee Results
Click on your Horizon™ enrollment year to view your Subscription Refund Guarantee Period Results:
The path to Retirement Income Security requires a commitment to a long-term view. Saving for retirement is a marathon, not a sprint. Horizon™'s unique approach of identifying best positioned funds based on the current market conditions, combined with on-going periodic adjustments assures stability and conservation of portfolio value during down markets and acceleration of growth during up markets. Horizon™ significantly outperforms the best of the most commonly used and advocated investment strategies during all market periods.