Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHSIX (RATIONAL STRATEGIC ALLOCATION FUND INSTITUTIONAL SHARES) | 7.53% | 35.71% | 15.44% | 7.45% | 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 |
|---|---|---|
| RHSIX (RATIONAL STRATEGIC ALLOCATION FUND INSTITUTIONAL 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 (%) | 1.75 | 35.71 | 15.44 | 7.45 | NA | NA | NA | … | … | 7.53 | 11.16 | 14.53 | 24.07 | -27.92 | 33.72 | -3.18 | 12.63 | -2.81 | 11.94 | 3.80 |
| Sharpe Ratio | NA | 1.32 | 0.47 | 0.19 | NA | NA | NA | … | … | 0.45 | 0.25 | 0.46 | 1.39 | -1.10 | 2.32 | -0.19 | 2.13 | -0.53 | 2.27 | 0.96 |
| Standard Deviation(%) | NA | 24.48 | 26.41 | 24.63 | NA | NA | NA | … | … | 29.20 | 32.91 | 23.79 | 14.86 | 26.86 | 14.53 | 18.12 | 5.25 | 8.02 | 4.98 | 6.74 |
| Draw Down(%) | NA | 23.78 | 40.24 | 40.24 | NA | NA | NA | … | … | 23.78 | 36.82 | 22.74 | 12.87 | 33.08 | 5.02 | 29.85 | 2.86 | 9.04 | 1.85 | 3.93 |
| Yield(%) | 0.00 | 8.85 | 7.69 | 7.92 | 7.19 | 4.79 | 3.59 | … | … | 0.00 | 9.17 | 8.49 | 6.26 | 5.39 | 18.66 | 3.09 | 7.47 | 6.13 | 4.93 | 11.02 |
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 |
|---|---|---|---|---|
| RHSIX (RATIONAL STRATEGIC ALLOCATION FUND INSTITUTIONAL SHARES) |
-3.60%
Sep 2019 – Sep 2022 |
-0.20%
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 |
|---|---|---|---|---|
| RHSIX (RATIONAL STRATEGIC ALLOCATION FUND INSTITUTIONAL SHARES) |
17.45%
Sep 2022 – Sep 2025 |
12.47%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart