Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDMCX (RATIONAL DYNAMIC MOMENTUM FUND CLASS C) | 11.89% | 22.80% | 8.42% | 3.91% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDMCX (RATIONAL DYNAMIC MOMENTUM FUND CLASS C) | 10/13/2016 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 22.80 | 8.42 | 3.91 | NA | NA | NA | … | … | 11.89 | 4.41 | 8.77 | -1.49 | -4.01 | 10.08 | -0.35 | 17.15 | -8.53 | 2.83 | -2.72 |
| Sharpe Ratio | NA | 1.79 | 0.46 | 0.11 | NA | NA | NA | … | … | 2.27 | 0.11 | 0.58 | -0.51 | -0.51 | 0.84 | -0.05 | 1.32 | -0.79 | 0.29 | -2.31 |
| Standard Deviation(%) | NA | 11.29 | 11.27 | 11.23 | NA | NA | NA | … | … | 11.46 | 13.91 | 8.86 | 10.14 | 10.60 | 11.96 | 13.14 | 11.92 | 12.64 | 7.63 | 5.37 |
| Draw Down(%) | NA | 6.25 | 16.67 | 21.23 | NA | NA | NA | … | … | 4.62 | 16.67 | 5.70 | 9.45 | 15.54 | 7.60 | 22.16 | 5.27 | 19.88 | 8.11 | 2.92 |
| Yield(%) | 0.00 | 1.05 | 5.27 | 5.41 | 4.19 | 2.79 | 2.09 | … | … | 0.00 | 0.98 | 6.24 | 9.05 | 0.29 | 15.06 | 0.00 | 15.20 | 0.86 | 0.07 | 0.00 |
Data as of 06/12/2026, Common starting date is 10/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDMCX (RATIONAL DYNAMIC MOMENTUM FUND CLASS C) |
-4.88%
May 2022 – May 2025 |
0.81%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDMCX (RATIONAL DYNAMIC MOMENTUM FUND CLASS C) |
10.60%
Apr 2019 – Apr 2022 |
6.52%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart