Correlation
The correlation between AIMNX and VOO is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AIMNX vs. VOO
Compare and contrast key facts about Horizon Active Income Fund (AIMNX) and Vanguard S&P 500 ETF (VOO).
AIMNX is managed by Horizon Investments. It was launched on Sep 29, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIMNX or VOO.
Performance
AIMNX vs. VOO - Performance Comparison
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Key characteristics
AIMNX:
0.84
VOO:
0.74
AIMNX:
1.17
VOO:
1.04
AIMNX:
1.15
VOO:
1.15
AIMNX:
0.29
VOO:
0.68
AIMNX:
2.39
VOO:
2.58
AIMNX:
1.64%
VOO:
4.93%
AIMNX:
4.73%
VOO:
19.54%
AIMNX:
-19.68%
VOO:
-33.99%
AIMNX:
-9.59%
VOO:
-3.55%
Returns By Period
In the year-to-date period, AIMNX achieves a 0.53% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, AIMNX has underperformed VOO with an annualized return of 0.26%, while VOO has yielded a comparatively higher 12.81% annualized return.
AIMNX
0.53%
-0.82%
-1.08%
3.92%
0.90%
-0.84%
0.26%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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AIMNX vs. VOO - Expense Ratio Comparison
AIMNX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AIMNX vs. VOO — Risk-Adjusted Performance Rank
AIMNX
VOO
AIMNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Active Income Fund (AIMNX) and Vanguard S&P 500 ETF (VOO). 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
AIMNX vs. VOO - Dividend Comparison
AIMNX's dividend yield for the trailing twelve months is around 4.17%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIMNX Horizon Active Income Fund | 4.17% | 4.29% | 3.78% | 1.69% | 1.88% | 1.86% | 2.73% | 3.51% | 2.47% | 1.60% | 1.66% | 1.37% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AIMNX vs. VOO - Drawdown Comparison
The maximum AIMNX drawdown since its inception was -19.68%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AIMNX and VOO.
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Volatility
AIMNX vs. VOO - Volatility Comparison
The current volatility for Horizon Active Income Fund (AIMNX) is 1.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that AIMNX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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