Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDMAX (RATIONAL DYNAMIC MOMENTUM FUND CLASS A) | 11.69% | 24.53% | 8.98% | 4.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDMAX (RATIONAL DYNAMIC MOMENTUM FUND CLASS A) | 10/13/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 24.53 | 8.98 | 4.69 | NA | NA | NA | … | … | 11.69 | 4.78 | 9.60 | -0.76 | -3.30 | 10.88 | 0.38 | 18.01 | -7.83 | 3.57 | -2.72 |
| Sharpe Ratio | NA | 1.96 | 0.51 | 0.19 | NA | NA | NA | … | … | 2.34 | 0.14 | 0.68 | -0.44 | -0.45 | 0.91 | 0.01 | 1.38 | -0.73 | 0.38 | -2.32 |
| Standard Deviation(%) | NA | 11.17 | 11.23 | 11.20 | NA | NA | NA | … | … | 11.52 | 13.83 | 8.84 | 10.11 | 10.57 | 11.95 | 13.15 | 11.96 | 12.65 | 7.64 | 5.34 |
| Draw Down(%) | NA | 6.14 | 16.55 | 20.13 | NA | NA | NA | … | … | 4.61 | 16.55 | 5.46 | 9.28 | 15.16 | 7.49 | 22.00 | 5.22 | 19.39 | 7.78 | 2.92 |
| Yield(%) | 0.00 | 1.01 | 5.55 | 5.69 | 4.47 | 2.98 | 2.24 | … | … | 0.00 | 0.94 | 6.81 | 9.46 | 0.34 | 15.44 | 0.00 | 15.83 | 0.86 | 0.07 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDMAX (RATIONAL DYNAMIC MOMENTUM FUND CLASS A) |
-4.15%
Apr 2022 – Apr 2025 |
1.55%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDMAX (RATIONAL DYNAMIC MOMENTUM FUND CLASS A) |
11.39%
Apr 2019 – Apr 2022 |
7.30%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart