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HORIZON Performance Details

The graph below shows the historical performance of an initial $100,000 investment made in 1997 using each of the following investment strategies as of the most recent Action Report:

  • Money Market.  The most "conservative" investment risk strategy.

  • BEST and WORST Fidelity Target Date Funds (TDF). The best and worst Fidelity TDF chosen with 20/20 hindsight as proxies for a formulaic asset allocation (FAA) investment approach. A TDF is a blended stock and bond mutual fund classified as "moderate" or "balanced" investment risk. Fidelity's funds are chosen as they one of the largest providers of TDF and have offered these products since 1997.

  • S&P500 (Dividends Reinvested). Wall Street's best indicator, representing an "aggressive" investment risk strategy.

  • HORIZON™ Adaptive Asset Allocation™*. The back-tested blended performance of all supported plans.

Click to see how HORIZON™ performed for YOUR fund collection.

Click on the graph to enlarge

* Our objective process and calculation of results were independently reviewed by Ashland Partners and Company, LLP in 2006. The HORIZON™ computer model has remained unchanged and the results for the period shown are simulated. Actual performance may be higher or lower. Please contact us for a full copy of the Ashland report.

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