See what your fund actually adds
Horizon Active Income Fund Investor Class AIMNX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | AIMNX | Replication |
|---|---|---|
| Annualized growth | -1.6% | 0.1% |
| Annualized volatility | 5.6% | 5.1% |
| Sharpe ratio | -0.25 | 0.05 |
| Maximum drawdown | 19.3% | 15.7% |
| Replication fit (R²) | 0.93 · Tracking error 1.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model AIMNX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCSH | FI · Short Corp | 43.9% |
| AGG | FI · Aggregate | 19.4% |
| VCIT | FI · IG Credit | 14.1% |
| SPTL | FI · Long Gov | 11.7% |
| VGIT | FI · Intermediate Gov | 10.9% |