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Rational Tactical Return A (HRSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.25+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.89%
5-year average return3.16%
Number of years up11
Number of years down5
Best 1-yr total return (20 June 2024)31.82%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return31.82%
Worst 3-yr total return-8.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRSAXCategory
YTD1.65%6.64%
1-month0.35%1.03%
3-month1.06%3.58%
1-year5.02%16.67%
3-year2.49%6.96%
5-year3.30%6.01%
10-year0.02%4.42%
Last bull market1.70%12.48%
Last bear market-0.53%-10.95%

Annual total return (%) history

Year
HRSAXCategory
2024
N/AN/A
2023
4.77%N/A
2022
-0.53%N/A
2021
3.75%N/A
2020
2.45%7.16%
2019
8.09%11.34%
2018
9.45%-3.45%
2017
3.59%6.02%
2016
6.86%3.31%
2015
-15.62%-1.77%
2014
-15.35%2.60%
2013
9.09%8.86%
2012
4.96%5.06%
2011
-9.88%1.99%
2010
24.85%9.28%
2009
31.82%14.04%
2008
-53.95%-29.10%
2007
N/A7.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.95%N/AN/AN/A
20230.71%1.23%1.50%1.26%
2022-0.35%-0.53%0.06%0.29%
20211.22%1.21%1.02%0.24%
20200.53%0.87%-0.35%1.38%
20192.39%2.33%1.75%1.40%
20181.79%1.95%4.97%0.48%
2017-10.72%2.42%11.94%1.20%
20161.66%-0.18%3.63%1.62%
2015-1.04%-2.56%-11.11%-1.56%
20144.10%5.25%-9.64%-14.50%
20133.77%-7.78%6.89%6.65%
20126.84%-6.27%6.28%-1.38%
20117.87%-5.21%-19.44%9.40%
20105.44%-13.86%18.84%15.68%
2009-3.66%12.03%14.12%7.02%
2008-5.57%11.91%-32.40%-35.54%
20074.41%3.39%N/AN/A

Rank in category (by total return)

YTD97
1-month99
3-month97
1-year97
3-year88
5-year89

Load adjusted returns

1-year0.04%
3-year0.84%
5-year2.30%
10-year-0.46%