Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSUAX (RATIONAL DEFENSIVE GROWTH FUND CLASS A SHARES) | -3.03% | -1.60% | 14.36% | 3.78% | 11.23% | 9.42% | 8.21% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSUAX (RATIONAL DEFENSIVE GROWTH FUND CLASS A SHARES) | 12/30/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | -1.60 | 14.36 | 3.78 | 11.23 | 9.42 | 8.21 | … | … | -3.03 | 1.94 | 25.94 | 42.10 | -40.89 | 0.89 | 22.76 | 26.73 | 0.59 | 14.30 | 7.14 | -8.66 | -1.08 | 28.08 | 23.80 | -3.64 | 26.73 | 36.52 | -39.48 | 8.09 | 8.84 | 12.95 | 23.63 | 34.96 | 0.49 |
| Sharpe Ratio | NA | -0.05 | 0.71 | 0.06 | 0.48 | NA | NA | … | … | -0.27 | -0.05 | 1.18 | 2.14 | -1.22 | 0.04 | 0.62 | 1.77 | -0.04 | 1.43 | 0.49 | -0.54 | -0.08 | 2.06 | 1.52 | -0.13 | 1.25 | 1.15 | -1.00 | 0.30 | 0.38 | 0.80 | 1.69 | 2.36 | NA |
| Standard Deviation(%) | NA | 14.28 | 17.63 | 21.71 | 20.58 | NA | NA | … | … | 16.60 | 20.07 | 16.35 | 17.84 | 34.68 | 22.34 | 36.29 | 14.32 | 17.00 | 9.61 | 14.17 | 16.15 | 14.03 | 13.60 | 15.80 | 28.68 | 21.34 | 31.74 | 40.46 | 17.11 | 14.91 | 13.55 | 13.39 | 14.54 | 0.00 |
| Draw Down(%) | NA | 20.39 | 21.52 | 42.35 | 42.35 | NA | NA | … | … | 15.82 | 21.52 | 10.90 | 11.18 | 42.39 | 20.10 | 29.06 | 8.99 | 16.82 | 4.41 | 12.69 | 15.76 | 13.72 | 7.87 | 12.99 | 26.61 | 17.13 | 27.86 | 52.54 | 11.90 | 14.83 | 7.64 | 9.64 | 13.18 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.49 | 43.23 | 13.46 | 11.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 5.28 | 13.52 | 21.96 | 0.59 | 33.68 | 28.97 | 33.17 | 77.38 | 27.15 | 5.43 | 3.81 | 0.00 | 0.23 | 0.31 | 2.43 | 9.17 | 4.39 | 0.70 | 0.15 | 0.10 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSUAX (RATIONAL DEFENSIVE GROWTH FUND CLASS A SHARES) |
-17.54%
Feb 2006 – Feb 2009 |
-4.74%
Feb 2004 – Feb 2009 |
4.10%
Jan 2006 – Jan 2016 |
5.30%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSUAX (RATIONAL DEFENSIVE GROWTH FUND CLASS A SHARES) |
31.22%
Feb 2009 – Feb 2012 |
26.64%
Feb 2009 – Feb 2014 |
15.12%
Sep 2011 – Sep 2021 |
14.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart