Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDMIX (RATIONAL DYNAMIC MOMENTUM FUND INSTITUTIONAL SHARES) | 10.91% | 23.40% | 9.04% | 4.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDMIX (RATIONAL DYNAMIC MOMENTUM FUND INSTITUTIONAL SHARES) | 10/13/2016 | 06/10/2026 |
| 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 (%) | -2.73 | 23.40 | 9.04 | 4.55 | NA | NA | NA | … | … | 10.91 | 5.41 | 9.88 | -0.52 | -3.05 | 11.18 | 0.64 | 18.32 | -7.64 | 3.85 | -2.60 |
| Sharpe Ratio | NA | 1.99 | 0.53 | 0.21 | NA | NA | NA | … | … | 2.37 | 0.19 | 0.71 | -0.41 | -0.42 | 0.93 | 0.03 | 1.41 | -0.72 | 0.42 | -2.24 |
| Standard Deviation(%) | NA | 11.16 | 11.25 | 11.22 | NA | NA | NA | … | … | 11.51 | 13.92 | 8.85 | 10.15 | 10.61 | 11.96 | 13.15 | 11.92 | 12.63 | 7.64 | 5.30 |
| Draw Down(%) | NA | 6.10 | 16.54 | 19.96 | NA | NA | NA | … | … | 4.59 | 16.54 | 5.35 | 9.25 | 15.05 | 7.51 | 21.92 | 5.15 | 19.25 | 7.69 | 2.80 |
| Yield(%) | 0.00 | 0.99 | 5.69 | 5.73 | 4.60 | 3.07 | 2.30 | … | … | 0.00 | 0.93 | 7.02 | 9.66 | 0.38 | 15.62 | 0.46 | 15.85 | 0.85 | 0.07 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RDMIX (RATIONAL DYNAMIC MOMENTUM FUND INSTITUTIONAL SHARES) |
-3.92%
May 2022 – May 2025 |
1.80%
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 |
|---|---|---|---|---|
| RDMIX (RATIONAL DYNAMIC MOMENTUM FUND INSTITUTIONAL SHARES) |
11.68%
Apr 2019 – Apr 2022 |
7.57%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart