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Rational Equity Armor Fund Instl (HDCTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.57+0.08 (+0.94%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.64%
5-Year Average Return5.80%
Number of Years Up15
Number of Years Down7
Best 1 Yr Total Return (May 5, 2024)25.24%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return25.24%
Worst 3-Yr Total Return-2.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHDCTXCategory
YTD2.44%6.64%
1-Month-3.89%1.03%
3-Month1.45%3.58%
1-Year11.59%16.67%
3-Year0.13%6.96%
5-Year5.23%6.01%
10-Year2.55%4.42%
Last Bull Market16.09%12.48%
Last Bear Market-11.98%-10.95%

Annual Total Return (%) History

Year
HDCTXCategory
2024
N/AN/A
2023
2.95%N/A
2022
-10.68%N/A
2021
14.52%N/A
2020
15.85%7.16%
2019
11.32%11.34%
2018
-11.96%-3.45%
2017
-1.99%6.02%
2016
6.15%3.31%
2015
-3.25%-1.77%
2014
9.59%2.60%
2013
21.14%8.86%
2012
10.87%5.06%
2011
6.03%1.99%
2010
13.98%9.28%
2009
25.24%14.04%
2008
-29.26%-29.10%
2007
-6.91%7.26%
2006
16.03%8.39%
2005
3.10%5.81%
2004
13.52%7.28%
2003
20.75%14.71%
2002
-0.04%-4.19%
2001
N/A-3.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.59%N/AN/AN/A
2023-2.37%1.07%-3.44%8.05%
20220.98%-11.98%-1.65%2.18%
20215.56%2.67%-0.49%6.19%
2020-3.31%10.88%2.18%5.76%
20196.52%-1.60%2.49%3.63%
2018-4.61%4.87%1.98%-13.70%
20170.74%-1.52%-1.89%0.68%
20163.79%4.36%-2.67%0.70%
20150.29%-1.85%-5.64%4.17%
20143.63%4.64%-2.10%3.23%
20139.75%1.47%1.77%6.89%
20127.50%-1.51%4.22%0.48%
20116.19%0.65%-9.61%9.75%
20105.90%-7.42%10.48%5.23%
2009-17.31%23.66%17.07%4.61%
2008-0.80%-7.71%-10.57%-13.59%
20071.17%0.16%-0.68%-7.52%
20065.00%-0.82%5.66%5.45%
2005-1.81%2.72%1.09%1.11%
20044.93%-2.57%4.21%6.55%
2003-1.98%10.61%2.29%8.86%
20025.37%-0.75%-8.07%3.97%
20014.56%-2.28%4.57%N/A

Rank In Category (By Total Return)

YTD67
1-Month96
3-Month76
1-Year69
3-Year92
5-Year65

Load Adjusted Returns

1-Year11.59%
3-Year0.13%
5-Year5.23%
10-Year2.55%