Nasdaq - Delayed Quote • USD
Rational Dynamic Brands Instl (HSUTX)
As of 8:05 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 45.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 4.16% |
| 5y Average Return | 12.22% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HSUTX | Category Average | HSUTX | Category Average | HSUTX | Category Average | |
| Alpha | -8.73 | 0.03 | -1.22 | 0.04 | -3.61 | 0.01 |
| BETA | 1.28 | 0.01 | 1.12 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.53 | 0.02 | 1.35 | 0.02 | 0.87 | 0.01 |
| R-squared | 88.54 | 0.89 | 86.09 | 0.87 | 81.74 | 0.87 |
| Standard Deviation | 23.9 | 0.2 | 22.17 | 0.16 | 17.66 | 0.15 |
| Sharpe Ratio | 0.14 | 0.01 | 0.63 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | 0.5 | 0.21 | 11.17 | 0.21 | 7.36 | 0.15 |
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