HSUAX - Rational Dynamic Brands Fund
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return17.60%
5-Year Average Return8.30%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Jun 1, 2023)44.91%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return44.91%
Worst 3-Yr Total Return-1.17%
Trailing Returns (%) Vs. Benchmarks
ReturnHSUAXCategory
YTD17.60%12.38%
1-Month1.72%5.09%
3-Month5.89%10.28%
1-Year0.97%41.70%
3-Year5.22%22.56%
5-Year8.30%21.98%
10-Year7.41%15.99%
Last Bull Market33.48%25.99%
Last Bear Market-25.48%-17.29%
Annual Total Return (%) History
YearHSUAXCategory
2023N/AN/A
2022-35.58%N/A
202114.59%N/A
202044.91%35.86%
201926.72%31.90%
20180.63%-2.09%
201714.30%27.67%
20166.91%3.23%
2015-8.21%3.60%
2014-1.62%10.00%
201328.09%33.92%
201223.82%15.34%
2011-3.64%-2.46%
201026.47%15.53%
200936.52%35.68%
2008-39.44%-40.67%
20079.66%13.35%
200610.50%7.05%
200515.87%6.71%
200425.94%7.81%
200334.92%28.66%
2002N/A-27.64%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202314.35%N/AN/AN/A
2022-13.74%-25.48%-5.39%5.93%
20215.89%7.90%-3.04%3.43%
2020-13.81%31.05%14.45%12.10%
20199.71%3.23%1.95%9.76%
20182.02%5.95%7.04%-13.03%
20170.00%0.69%6.19%6.90%
2016-1.55%3.16%0.26%5.00%
2015-0.05%1.66%-11.23%1.77%
20141.33%0.85%-7.47%4.04%
201311.73%-3.80%9.53%8.80%
201214.80%-5.90%8.35%5.78%
20117.94%-1.36%-20.51%13.86%
20107.48%-9.64%10.86%17.46%
2009-10.44%22.50%19.65%4.00%
2008-10.51%2.47%-10.37%-26.32%
20076.17%6.29%1.67%-4.42%
20067.91%-2.91%-1.93%7.55%
2005-0.76%6.16%11.54%-1.40%
20048.50%2.38%1.70%11.48%
2003-6.66%18.99%6.61%13.94%
20022.10%N/AN/AN/A
Rank In Category (By Total Return)
YTD19
1-Month7
3-Month66
1-Year50
3-Year73
5-Year74
Load Adjusted Returns
1-Year-4.16%
3-Year6.88%
5-Year7.92%
10-Year7.13%
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