Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSUTX (RATIONAL DEFENSIVE GROWTH FUND INSTITUTIONAL SHARES) | -1.60% | -0.55% | 15.19% | 4.17% | 11.65% | 9.91% | 8.58% | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSUTX (RATIONAL DEFENSIVE GROWTH FUND INSTITUTIONAL SHARES) | 10/01/2002 | 06/04/2026 |
| 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 (%) | -0.62 | -0.55 | 15.19 | 4.17 | 11.65 | 9.91 | 8.58 | … | … | -1.60 | 2.23 | 26.26 | 42.50 | -38.76 | 5.91 | 29.79 | 27.03 | 0.69 | 14.65 | 7.46 | -8.16 | -0.89 | 28.38 | 24.10 | -3.36 | 27.06 | 36.86 | -39.28 | 8.40 | 9.08 | 13.29 | 23.76 | 35.13 | 2.20 |
| Sharpe Ratio | NA | -0.03 | 0.72 | 0.08 | 0.50 | NA | NA | … | … | -0.26 | -0.03 | 1.19 | 2.17 | -1.19 | 0.30 | 0.86 | 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 |
| Standard Deviation(%) | NA | 14.29 | 17.70 | 21.74 | 20.58 | NA | NA | … | … | 16.61 | 20.07 | 16.58 | 17.84 | 33.91 | 19.94 | 34.17 | 14.30 | 16.88 | 9.50 | 14.12 | 16.14 | 14.05 | 13.60 | 15.75 | 28.71 | 21.28 | 31.66 | 40.49 | 17.13 | 14.95 | 13.51 | 13.33 | 14.58 | 22.05 |
| Draw Down(%) | NA | 20.28 | 21.48 | 42.17 | 42.17 | NA | NA | … | … | 15.77 | 21.48 | 10.89 | 11.17 | 40.31 | 16.34 | 29.05 | 8.93 | 16.80 | 4.40 | 12.79 | 15.73 | 13.61 | 7.85 | 12.89 | 26.50 | 16.99 | 27.85 | 52.45 | 11.87 | 14.83 | 7.63 | 9.60 | 13.17 | 8.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.28 | 35.70 | 13.38 | 11.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.33 | 8.94 | 15.36 | 0.42 | 26.49 | 22.40 | 27.62 | 74.19 | 26.43 | 5.33 | 3.92 | 0.00 | 0.31 | 0.56 | 2.39 | 9.07 | 4.36 | 0.70 | 0.01 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSUTX (RATIONAL DEFENSIVE GROWTH FUND INSTITUTIONAL SHARES) |
-17.32%
Feb 2006 – Feb 2009 |
-4.52%
Feb 2004 – Feb 2009 |
4.36%
Jan 2006 – Jan 2016 |
5.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSUTX (RATIONAL DEFENSIVE GROWTH FUND INSTITUTIONAL SHARES) |
31.59%
Feb 2009 – Feb 2012 |
26.98%
Feb 2009 – Feb 2014 |
15.43%
Sep 2011 – Sep 2021 |
14.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart