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HSUTX: RATIONAL DEFENSIVE GROWTH FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 57.96 0.07(0.12%) March 27
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (76%) |
Start Date: | 10/01/2002 |
Last Dividend Date: | 12/16/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.47% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/02/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 11.6 | 43.3 | 4.3 | 14.7 | 9.3 | 14.1 | 9.6 | 10.9 | 42.5 | -35.5 | 14.9 | 45.3 | 27.0 | 0.7 | 14.7 | 7.5 | -8.2 | -0.9 | 28.4 | 24.1 | -3.4 | 27.1 | 36.9 | -39.3 | 8.4 | 9.1 | 13.3 | 23.8 | 35.1 | 2.2 |
Sharpe Ratio | NA | 4.0 | 2.62 | 0.06 | 0.53 | 0.4 | NA | NA | 0.46 | 2.17 | -1.11 | 0.67 | 1.39 | 1.79 | -0.04 | 1.48 | 0.51 | -0.51 | -0.06 | 2.08 | 1.54 | -0.12 | 1.27 | 1.16 | -0.99 | 0.32 | 0.39 | 0.82 | 1.71 | 2.36 | 0.37 |
Draw Down(%) | NA | 3.1 | 9.8 | 42.6 | 42.6 | 42.6 | NA | NA | 57.6 | 11.2 | 39.4 | 9.9 | 29.0 | 8.9 | 16.8 | 4.4 | 12.8 | 15.7 | 13.6 | 7.8 | 12.9 | 26.5 | 17.0 | 27.9 | 52.4 | 11.9 | 14.8 | 7.6 | 9.6 | 13.2 | 8.5 |
Standard Deviation(%) | NA | 15.7 | 15.8 | 25.0 | 25.3 | 20.5 | NA | NA | 21.4 | 17.8 | 33.3 | 22.2 | 32.3 | 14.3 | 16.9 | 9.5 | 14.1 | 16.1 | 14.0 | 13.6 | 15.7 | 28.7 | 21.3 | 31.7 | 40.5 | 17.1 | 15.0 | 13.5 | 13.3 | 14.6 | 22.1 |
Treynor Ratio | NA | 0.64 | 0.45 | 0.01 | 0.14 | 0.09 | NA | NA | 0.11 | 0.4 | -0.3 | 0.14 | 0.57 | 0.27 | -0.01 | 0.14 | 0.1 | -0.08 | -0.01 | 0.28 | 0.24 | -0.03 | 0.28 | 0.38 | -0.48 | 0.06 | 0.05 | 0.11 | 0.24 | 0.41 | 0.11 |
Alpha | NA | 0.11 | 0.07 | 0.0 | 0.02 | 0.0 | NA | NA | 0.0 | 0.08 | -0.07 | -0.03 | 0.1 | -0.01 | 0.04 | -0.02 | 0.0 | -0.03 | -0.06 | -0.02 | 0.03 | 0.0 | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | 0.0 | 0.01 | 0.02 | -0.01 |
Beta | NA | 0.98 | 0.92 | 1.14 | 0.95 | 0.94 | NA | NA | 0.93 | 0.98 | 1.22 | 1.08 | 0.79 | 0.96 | 0.95 | 1.03 | 0.76 | 0.97 | 1.03 | 1.03 | 1.01 | 1.04 | 0.97 | 0.96 | 0.83 | 0.96 | 1.09 | 1.0 | 0.97 | 0.84 | 0.74 |
RSquared | NA | 0.54 | 0.59 | 0.75 | 0.74 | 0.75 | NA | NA | 0.83 | 0.69 | 0.89 | 0.53 | 0.8 | 0.74 | 0.85 | 0.73 | 0.68 | 0.84 | 0.85 | 0.89 | 0.91 | 0.97 | 0.96 | 0.97 | 0.84 | 0.87 | 0.84 | 0.81 | 0.84 | 0.86 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2002
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