AAANX vs. VASGX
Compare and contrast key facts about Horizon Active Asset Allocation Fund (AAANX) and Vanguard LifeStrategy Growth Fund (VASGX).
AAANX is managed by Horizon Investments. It was launched on Jan 30, 2012. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Performance
AAANX vs. VASGX - Performance Comparison
Loading graphics...
AAANX vs. VASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAANX Horizon Active Asset Allocation Fund | -2.30% | 16.58% | 12.43% | 17.25% | -16.99% | 21.42% | 14.69% | 20.60% | -8.91% | 22.20% |
VASGX Vanguard LifeStrategy Growth Fund | -1.30% | 19.65% | 12.95% | 18.76% | -17.21% | 14.35% | 15.45% | 23.14% | -6.89% | 19.21% |
Returns By Period
In the year-to-date period, AAANX achieves a -2.30% return, which is significantly lower than VASGX's -1.30% return. Over the past 10 years, AAANX has underperformed VASGX with an annualized return of 9.27%, while VASGX has yielded a comparatively higher 9.75% annualized return.
AAANX
- 1D
- 3.36%
- 1M
- -5.92%
- YTD
- -2.30%
- 6M
- 0.14%
- 1Y
- 18.08%
- 3Y*
- 13.66%
- 5Y*
- 6.77%
- 10Y*
- 9.27%
VASGX
- 1D
- 2.35%
- 1M
- -5.12%
- YTD
- -1.30%
- 6M
- 1.07%
- 1Y
- 18.07%
- 3Y*
- 14.25%
- 5Y*
- 7.43%
- 10Y*
- 9.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAANX vs. VASGX - Expense Ratio Comparison
AAANX has a 1.14% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Return for Risk
AAANX vs. VASGX — Risk / Return Rank
AAANX
VASGX
AAANX vs. VASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Asset Allocation Fund (AAANX) and Vanguard LifeStrategy Growth Fund (VASGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAANX | VASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.39 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.99 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.97 | -0.47 |
Martin ratioReturn relative to average drawdown | 6.55 | 8.76 | -2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AAANX | VASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.39 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.59 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.73 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.56 | -0.04 |
Correlation
The correlation between AAANX and VASGX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAANX vs. VASGX - Dividend Comparison
AAANX's dividend yield for the trailing twelve months is around 4.55%, more than VASGX's 4.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAANX Horizon Active Asset Allocation Fund | 4.55% | 4.45% | 18.43% | 0.78% | 1.08% | 15.02% | 6.59% | 0.67% | 7.46% | 12.35% | 0.89% | 1.36% |
VASGX Vanguard LifeStrategy Growth Fund | 4.15% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Drawdowns
AAANX vs. VASGX - Drawdown Comparison
The maximum AAANX drawdown since its inception was -34.18%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for AAANX and VASGX.
Loading graphics...
Drawdown Indicators
| AAANX | VASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.18% | -51.16% | +16.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -9.40% | -2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -24.61% | -24.43% | -0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -34.18% | -28.53% | -5.65% |
Current DrawdownCurrent decline from peak | -7.55% | -6.01% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -7.29% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.11% | +0.69% |
Volatility
AAANX vs. VASGX - Volatility Comparison
Horizon Active Asset Allocation Fund (AAANX) has a higher volatility of 6.75% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 5.11%. This indicates that AAANX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AAANX | VASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 5.11% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.63% | 8.07% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.45% | 13.38% | +4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.84% | 12.71% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.52% | 13.44% | +4.08% |