Close Window

Horizon™ for The Warranty Group
Plan Performance

Subscription Refund Guarantee Period Results

As of April 4, 2011, the Horizon™ Model Portfolio for the The Warranty Group Retirement Plan to a 37.4% pure investment return over the past 39-months since the current Subscription Refund Guarantee Period started on January 1, 2008.

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 04/04/11, an initial $100,000 starting investment guided by Horizon’s™ Adaptive Asset Allocation™ (AAA) strategy grew by $560,850 to $660,850, a growth of 561% (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 $225,654 -- Horizon's™ growth was 149% higher.
  • The best performing Formulaic Asset Allocation (FAA)** fund (Oakmark Equity & Income I) grew by $355,140 -- Horizon's™ growth was 58% higher.
  • The S&P 500 Index grew by $90,869 -- Horizon's™ growth was 517% higher.
  • A Money Market investment grew by $55,051 -- Horizon's™ growth was 919% higher.


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.

Close Window