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Rational Dynamic Brands C (HSUCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.13-0.01 (-0.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.78%
5-year average return12.98%
Number of years up6
Number of years down3
Best 1-yr total return (30 June 2024)43.80%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return43.80%
Worst 3-yr total return0.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHSUCXCategory
YTD8.67%12.38%
1-month5.21%5.09%
3-month-1.68%10.28%
1-year34.43%41.70%
3-year0.94%22.56%
5-year13.67%21.98%
10-year8.29%15.99%
Last bull market32.20%25.99%
Last bear market-25.61%-17.29%

Annual total return (%) history

Year
HSUCXCategory
2024
N/AN/A
2023
41.07%N/A
2022
-36.02%N/A
2021
13.85%N/A
2020
43.80%35.86%
2019
25.54%31.90%
2018
-0.02%-2.09%
2017
14.03%27.67%
2016
6.19%3.23%
2015
-8.56%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.11%N/AN/AN/A
202314.15%5.93%-0.09%16.77%
2022-13.87%-25.61%-5.56%5.73%
20215.72%7.72%-3.20%3.28%
2020-14.00%30.84%14.24%11.87%
20199.34%2.99%1.76%9.57%
20181.77%5.65%7.04%-13.13%
20170.00%0.74%5.86%6.92%
2016-1.63%3.03%0.00%4.77%
2015-0.15%1.57%-11.33%1.68%
20140.74%-7.59%3.86%N/A

Rank in category (by total return)

YTD78
1-month50
3-month93
1-year31
3-year91
5-year73

Load adjusted returns

1-year33.43%
3-year0.94%
5-year13.67%
10-year8.29%