HSUTX - Rational Dynamic Brands Fund
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return14.54%
5-Year Average Return8.20%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 30, 2023)45.28%
Worst 1 Yr Total Return (May 30, 2023)N/A
Best 3-Yr Total Return45.28%
Worst 3-Yr Total Return-0.86%
Trailing Returns (%) Vs. Benchmarks
ReturnHSUTXCategory
YTD14.54%12.38%
1-Month-2.38%5.09%
3-Month2.76%10.28%
1-Year1.08%41.70%
3-Year5.07%22.56%
5-Year8.20%21.98%
10-Year7.40%15.99%
Last Bull Market33.77%25.99%
Last Bear Market-25.42%-17.29%
Annual Total Return (%) History
YearHSUTXCategory
2023N/AN/A
2022-35.41%N/A
202114.97%N/A
202045.28%35.86%
201927.03%31.90%
20180.72%-2.09%
201714.66%27.67%
20167.21%3.23%
2015-7.82%3.60%
2014-1.41%10.00%
201328.38%33.92%
201224.11%15.34%
2011-3.36%-2.46%
201026.71%15.53%
200936.86%35.68%
2008-39.24%-40.67%
20079.95%13.35%
200610.73%7.05%
200516.19%6.71%
200426.23%7.81%
200335.18%28.66%
2002N/A-27.64%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202314.43%N/AN/AN/A
2022-13.69%-25.42%-5.32%5.99%
20215.98%7.96%-2.99%3.58%
2020-13.76%31.12%14.54%12.17%
20199.80%3.25%2.01%9.84%
20182.01%5.90%7.11%-12.95%
20170.00%0.79%6.30%7.01%
2016-1.49%3.25%0.21%5.19%
20150.05%1.73%-11.17%1.96%
20141.39%0.93%-7.44%4.09%
201311.82%-3.74%9.59%8.84%
201214.85%-5.84%8.43%5.85%
20118.07%-1.33%-20.46%13.94%
20107.52%-9.56%10.90%17.50%
2009-10.42%22.55%19.73%4.12%
2008-10.45%2.55%-10.31%-26.23%
20076.26%6.35%1.73%-4.36%
20067.95%-2.84%-1.91%7.62%
2005-0.70%6.25%11.57%-1.29%
20048.54%2.44%1.83%11.49%
2003-6.65%19.08%6.69%13.98%
20022.20%N/AN/AN/A
Rank In Category (By Total Return)
YTD18
1-Month7
3-Month65
1-Year46
3-Year70
5-Year69
Load Adjusted Returns
1-Year0.87%
3-Year8.92%
5-Year9.32%
10-Year7.94%
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