Correlation
The correlation between T and AAANX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
T vs. AAANX
Compare and contrast key facts about AT&T Inc. (T) and Horizon Active Asset Allocation Fund (AAANX).
AAANX is managed by Horizon Investments. It was launched on Jan 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: T or AAANX.
Performance
T vs. AAANX - Performance Comparison
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Key characteristics
T:
2.84
AAANX:
0.33
T:
3.55
AAANX:
0.47
T:
1.51
AAANX:
1.07
T:
3.68
AAANX:
0.24
T:
23.47
AAANX:
0.93
T:
2.96%
AAANX:
4.92%
T:
23.58%
AAANX:
18.44%
T:
-63.88%
AAANX:
-34.19%
T:
-1.77%
AAANX:
-3.74%
Returns By Period
In the year-to-date period, T achieves a 24.98% return, which is significantly higher than AAANX's 1.06% return. Over the past 10 years, T has outperformed AAANX with an annualized return of 8.29%, while AAANX has yielded a comparatively lower 7.30% annualized return.
T
24.98%
0.58%
22.88%
60.57%
16.02%
11.38%
8.29%
AAANX
1.06%
5.18%
-2.21%
5.32%
7.68%
10.98%
7.30%
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Risk-Adjusted Performance
T vs. AAANX — Risk-Adjusted Performance Rank
T
AAANX
T vs. AAANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) and Horizon Active Asset Allocation Fund (AAANX). 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.
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Dividends
T vs. AAANX - Dividend Comparison
T's dividend yield for the trailing twelve months is around 3.99%, less than AAANX's 18.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
T AT&T Inc. | 3.99% | 4.87% | 6.62% | 7.35% | 11.19% | 9.58% | 6.91% | 9.28% | 6.67% | 5.98% | 7.23% | 7.25% |
AAANX Horizon Active Asset Allocation Fund | 18.24% | 18.43% | 0.77% | 1.08% | 15.02% | 6.59% | 0.67% | 7.46% | 12.35% | 0.89% | 3.13% | 4.82% |
Drawdowns
T vs. AAANX - Drawdown Comparison
The maximum T drawdown since its inception was -63.88%, which is greater than AAANX's maximum drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for T and AAANX.
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Volatility
T vs. AAANX - Volatility Comparison
AT&T Inc. (T) has a higher volatility of 6.97% compared to Horizon Active Asset Allocation Fund (AAANX) at 3.79%. This indicates that T's price experiences larger fluctuations and is considered to be riskier than AAANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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