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Rational Dynamic Brands C (HSUCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
22.14-0.59 (-2.60%)
At close: 08:05AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.92%
5-Year Average Return6.69%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Sep 20, 2023)43.80%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return43.80%
Worst 3-Yr Total Return1.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHSUCXCategory
YTD20.92%12.38%
1-Month-0.32%5.09%
3-Month2.03%10.28%
1-Year20.21%41.70%
3-Year0.71%22.56%
5-Year6.69%21.98%
10-Year0.00%15.99%
Last Bull Market32.71%25.99%
Last Bear Market-25.61%-17.29%

Annual Total Return (%) History

Year
HSUCXCategory
2023
N/AN/A
2022
-36.02%N/A
2021
13.85%N/A
2020
43.80%35.86%
2019
25.54%31.90%
2018
-0.02%-2.09%
2017
14.03%27.67%
2016
6.19%3.23%
2015
-8.56%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202314.15%5.93%N/AN/A
2022-13.87%-25.61%-5.56%5.73%
20215.72%7.72%-3.20%3.28%
2020-14.00%30.84%14.24%11.87%
20199.34%2.99%1.76%9.57%
20181.77%5.65%7.04%-13.13%
20170.00%0.74%5.86%6.92%
2016-1.63%3.03%0.00%4.77%
2015-0.15%1.57%-11.33%1.68%
20140.74%-7.59%3.86%N/A

Rank In Category (By Total Return)

YTD58
1-Month14
3-Month15
1-Year61
3-Year90
5-Year86

Load Adjusted Returns

1-Year16.37%
3-Year0.13%
5-Year7.62%
10-Year7.46%
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