Nasdaq - Delayed Quote USD

Rational Dynamic Brands C (HSUCX)

26.82 -0.33 (-1.22%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.83%
5y Average Return 11.12%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 43.80%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 43.80%
Worst 3Y Total Return 0.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HSUCX
Category
YTD
11.11%
12.38%
1-Month
0.53%
5.09%
3-Month
11.11%
10.28%
1-Year
37.32%
41.70%
3-Year
2.60%
22.56%
5-Year
13.52%
21.98%
10-Year
8.23%
15.99%
Last Bull Market
32.71%
25.99%
Last Bear Market
-25.61%
-17.29%

Annual Total Return (%) History

Year
HSUCX
Category
2024
--
--
2023
41.07%
--
2022
-36.02%
--
2021
13.85%
--
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
--
10.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.11% -- -- --
2023 14.15% 5.93% -0.09% 16.77%
2022 -13.87% -25.61% -5.56% 5.73%
2021 5.72% 7.72% -3.20% 3.28%
2020 -14.00% 30.84% 14.24% 11.87%
2019 9.34% 2.99% 1.76% 9.57%
2018 1.77% 5.65% 7.04% -13.13%
2017 0.00% 0.74% 5.86% 6.92%
2016 -1.63% 3.03% 0.00% 4.77%
2015 -0.15% 1.57% -11.33% 1.68%

2014 0.74% -7.59% 3.86% --

Rank in Category (By Total Return)

YTD 62
1-Month 97
3-Month 62
1-Year 53
3-Year 91
5-Year 72

Load Adjusted Returns

1-Year 36.32%
3-Year 2.60%
5-Year 13.52%
10-Year 8.23%

Performance & Risk

YTD Return 3.83%
5y Average Return 11.12%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Rational Funds
Net Assets 72.2M
YTD Return 11.11%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2002

Fund Summary

The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index (the "index"). The index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.

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