Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRSTX (RATIONAL REAL STRATEGIES FUND INSTITUTIONAL SHARES) | 3.22% | 5.36% | 4.54% | 3.75% | 4.62% | 1.29% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRSTX (RATIONAL REAL STRATEGIES FUND INSTITUTIONAL SHARES) | 05/16/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 5.36 | 4.54 | 3.75 | 4.62 | 1.29 | NA | … | … | 3.22 | 3.66 | 3.23 | 5.06 | 5.60 | 0.18 | 0.53 | 8.35 | 9.66 | 3.50 | 7.38 | -15.95 | -14.86 | 8.95 | 5.16 | -9.63 | 25.08 | 32.34 | -53.86 | 7.36 |
| Sharpe Ratio | NA | 0.64 | 0.49 | 0.02 | 0.06 | NA | NA | … | … | 0.80 | 0.84 | -0.31 | 1.68 | 0.03 | 0.04 | 0.10 | 3.94 | 3.30 | 0.14 | 0.49 | -1.22 | -1.06 | 0.74 | 0.34 | -0.35 | 1.05 | 1.03 | -0.93 | 0.45 |
| Standard Deviation(%) | NA | 4.26 | 2.61 | 69.69 | 49.74 | NA | NA | … | … | 6.43 | 0.93 | 1.27 | 0.85 | 156.02 | 3.98 | 2.78 | 1.75 | 2.52 | 19.88 | 14.59 | 13.11 | 14.04 | 12.05 | 15.24 | 27.75 | 23.80 | 31.33 | 58.69 | 20.13 |
| Draw Down(%) | NA | 2.42 | 2.42 | 66.65 | 66.65 | NA | NA | … | … | 2.42 | 0.53 | 0.87 | 0.40 | 66.65 | 3.72 | 2.07 | 0.54 | 0.91 | 15.61 | 10.00 | 18.34 | 28.07 | 11.45 | 15.24 | 27.28 | 18.17 | 21.85 | 69.69 | 13.07 |
| Yield(%) | 0.00 | 8.33 | 6.00 | 11.85 | 8.39 | 4.43 | 2.72 | … | … | 1.99 | 6.53 | 4.41 | 5.58 | 5.84 | 0.00 | 0.00 | 3.52 | 1.44 | 5.39 | 13.00 | 3.85 | 1.30 | 0.95 | 1.36 | 0.87 | 0.61 | 1.26 | 0.72 | 0.11 |
Data as of 06/05/2026, Common starting date is 05/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSTX (RATIONAL REAL STRATEGIES FUND INSTITUTIONAL SHARES) |
-16.32%
Jun 2007 – Jun 2010 |
-8.06%
Jun 2008 – Jun 2013 |
-5.21%
Jun 2007 – Jun 2017 |
-1.93%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSTX (RATIONAL REAL STRATEGIES FUND INSTITUTIONAL SHARES) |
20.94%
Feb 2009 – Feb 2012 |
13.91%
Feb 2009 – Feb 2014 |
5.10%
Feb 2009 – Feb 2019 |
4.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart