Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHSCX (RATIONAL STRATEGIC ALLOCATION FUND CLASS C SHARES) | 7.23% | 34.67% | 14.39% | 6.46% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHSCX (RATIONAL STRATEGIC ALLOCATION FUND CLASS C SHARES) | 06/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 34.67 | 14.39 | 6.46 | NA | NA | NA | … | … | 7.23 | 10.16 | 13.36 | 22.97 | -28.61 | 32.38 | -4.13 | 11.60 | -3.83 | 10.80 | 3.37 |
| Sharpe Ratio | NA | 1.28 | 0.43 | 0.15 | NA | NA | NA | … | … | 0.42 | 0.22 | 0.41 | 1.31 | -1.12 | 2.24 | -0.24 | 1.90 | -0.67 | 2.06 | 0.85 |
| Standard Deviation(%) | NA | 24.40 | 26.44 | 24.65 | NA | NA | NA | … | … | 29.19 | 32.93 | 23.83 | 14.88 | 26.90 | 14.47 | 18.19 | 5.32 | 7.81 | 4.96 | 6.69 |
| Draw Down(%) | NA | 23.83 | 40.72 | 40.72 | NA | NA | NA | … | … | 23.83 | 36.99 | 22.81 | 12.88 | 33.62 | 5.18 | 29.91 | 2.97 | 9.82 | 1.90 | 4.12 |
| Yield(%) | 0.00 | 8.49 | 6.86 | 7.26 | 6.40 | 4.27 | 3.20 | … | … | 0.00 | 8.63 | 7.40 | 5.25 | 4.82 | 17.46 | 2.18 | 6.36 | 5.29 | 3.96 | 10.40 |
Data as of 06/03/2026, Common starting date is 06/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHSCX (RATIONAL STRATEGIC ALLOCATION FUND CLASS C SHARES) |
-4.50%
Sep 2019 – Sep 2022 |
-1.17%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHSCX (RATIONAL STRATEGIC ALLOCATION FUND CLASS C SHARES) |
16.27%
Sep 2022 – Sep 2025 |
11.42%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart