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Rational Dynamic Brands A (HSUAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.66-0.35 (-0.97%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.24%
5-year average return14.01%
Number of years up16
Number of years down5
Best 1-yr total return (27 June 2024)44.91%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return44.91%
Worst 3-yr total return-1.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSUAXCategory
YTD9.02%12.38%
1-month5.27%5.09%
3-month-1.49%10.28%
1-year35.37%41.70%
3-year1.65%22.56%
5-year14.49%21.98%
10-year8.98%15.99%
Last bull market32.55%25.99%
Last bear market-25.48%-17.29%

Annual total return (%) history

Year
HSUAXCategory
2024
N/AN/A
2023
42.10%N/A
2022
-35.58%N/A
2021
14.59%N/A
2020
44.91%35.86%
2019
26.72%31.90%
2018
0.63%-2.09%
2017
14.30%27.67%
2016
6.91%3.23%
2015
-8.21%3.60%
2014
-1.62%10.00%
2013
28.09%33.92%
2012
23.82%15.34%
2011
-3.64%-2.46%
2010
26.47%15.53%
2009
36.52%35.68%
2008
-39.44%-40.67%
2007
9.66%13.35%
2006
10.50%7.05%
2005
15.87%6.71%
2004
25.94%7.81%
2003
34.92%28.66%
2002
N/A-27.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.34%N/AN/AN/A
202314.35%6.16%0.07%16.98%
2022-13.74%-25.48%-5.39%5.93%
20215.89%7.90%-3.04%3.43%
2020-13.81%31.05%14.45%12.10%
20199.71%3.23%1.95%9.76%
20182.02%5.95%7.04%-13.03%
20170.00%0.69%6.19%6.90%
2016-1.55%3.16%0.26%5.00%
2015-0.05%1.66%-11.23%1.77%
20141.33%0.85%-7.47%4.04%
201311.73%-3.80%9.53%8.80%
201214.80%-5.90%8.35%5.78%
20117.94%-1.36%-20.51%13.86%
20107.48%-9.64%10.86%17.46%
2009-10.44%22.50%19.65%4.00%
2008-10.51%2.47%-10.37%-26.32%
20076.17%6.29%1.67%-4.42%
20067.91%-2.91%-1.93%7.55%
2005-0.76%6.16%11.54%-1.40%
20048.50%2.38%1.70%11.48%
2003-6.66%18.99%6.61%13.94%
20022.10%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month48
3-month92
1-year25
3-year88
5-year67

Load adjusted returns

1-year28.94%
3-year0.01%
5-year13.38%
10-year8.46%