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    More On HDCTX


    Rational Dividend Capture Instl (HDCTX)

    8.58 Down 0.01(0.12%) Apr 29

    Performance Overview as of Mar 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:3.79%
    5-Year Average Return:8.09%
    Number of Years Up:10
    Number of Years Down:4
    Best 1 Yr Total Return (2009-12-31):25.24%
    Worst 1 Yr Total Return (2008-12-31):-29.26%
    Best 3-Yr Total Return (N/A):14.82%
    Worst 3-Yr Total Return (N/A):-8.58%
    Load Adjusted Returns 
    1-Year:0.13%
    3-Year:6.70%
    5-Year:8.09%
    10-Year:4.99%
    Trailing Returns (%) vs. Benchmarks 
    ReturnHDCTXCategoryDiffIndex*Diff
    Year To Date3.79N/AN/AN/AN/A
    1-Month4.55N/AN/AN/AN/A
    3-Month3.79N/AN/AN/AN/A
    1-Year0.13N/AN/AN/AN/A
    3-Year6.70N/AN/AN/AN/A
    5-Year8.09N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.93N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-11.77N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearHDCTXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -3.25N/AN/A
    2014
     
    9.59N/AN/A
    2013
     
    21.14N/AN/A
    2012
     
    10.87N/AN/A
    2011
     
    6.03N/AN/A
    2010
     
    13.98N/AN/A
    2009
     
    25.24N/AN/A
    2008
     
    -29.26N/AN/A
    2007
     
    -6.91N/AN/A
    2006
     
    16.03N/AN/A
    2005
     
    3.10N/AN/A
    2004
     
    13.52N/AN/A
    2003
     
    20.75N/AN/A
    2002
     
    -0.04N/AN/A
    2001N/AN/AN/A
    Past Quarterly Returns (%) for HDCTX 
    Q1Q2Q3Q4
    20163.79N/AN/AN/A
    20150.29-1.85-5.644.17
    20143.634.64-2.103.23
    20139.751.471.776.89
    20127.50-1.514.220.48
    20116.190.65-9.619.75
    20105.90-7.4210.485.23
    2009-17.3123.6617.074.61
    2008-0.80-7.71-10.57-13.59
    20071.170.16-0.68-7.52
    20065.00-0.825.665.45
    2005-1.812.721.091.11
    20044.93-2.574.216.55
    2003-1.9810.612.298.86
    20025.37-0.75-8.073.97
    20014.56-2.284.57N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date14N/A
    1-Month99N/A
    3-Month14N/A
    6-Month24N/A
    1-Year21N/A
    3-Year79N/A
    5-Year66N/A