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Rational Equity Armor Fund A (HDCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.680.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.37%
5-year average return6.75%
Number of years up15
Number of years down7
Best 1-yr total return (21 May 2024)24.93%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return24.93%
Worst 3-yr total return-3.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDCAXCategory
YTD2.33%6.64%
1-month-3.91%1.03%
3-month1.33%3.58%
1-year11.33%16.67%
3-year-0.14%6.96%
5-year4.97%6.01%
10-year2.29%4.42%
Last bull market15.87%12.48%
Last bear market-12.14%-10.95%

Annual total return (%) history

Year
HDCAXCategory
2024
N/AN/A
2023
2.62%N/A
2022
-10.86%N/A
2021
14.11%N/A
2020
15.74%7.16%
2019
11.03%11.34%
2018
-12.22%-3.45%
2017
-2.24%6.02%
2016
5.89%3.31%
2015
-3.60%-1.77%
2014
9.45%2.60%
2013
20.74%8.86%
2012
10.72%5.06%
2011
5.65%1.99%
2010
13.72%9.28%
2009
24.93%14.04%
2008
-29.41%-29.10%
2007
-7.14%7.26%
2006
15.74%8.39%
2005
2.85%5.81%
2004
13.20%7.28%
2003
20.62%14.71%
2002
-0.40%-4.19%
2001
N/A-3.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.50%N/AN/AN/A
2023-2.54%1.03%-3.45%7.94%
20220.94%-12.14%-1.72%2.27%
20215.37%2.61%-0.56%6.13%
2020-3.32%10.75%2.14%5.83%
20196.44%-1.49%2.27%3.54%
2018-4.68%4.80%1.92%-13.78%
20170.69%-1.57%-2.07%0.74%
20163.84%4.18%-2.63%0.52%
20150.13%-1.92%-5.61%3.99%
20143.57%4.59%-2.17%3.28%
20139.58%1.41%1.71%6.82%
20127.56%-1.57%4.05%0.52%
20116.12%0.59%-9.67%9.56%
20105.84%-7.47%10.42%5.16%
2009-17.21%23.36%17.00%4.55%
2008-0.84%-7.85%-10.65%-13.54%
20071.11%0.10%-0.83%-7.50%
20064.93%-0.88%5.60%5.38%
2005-1.86%2.66%1.03%1.05%
20044.87%-2.65%4.14%6.47%
2003-1.92%10.47%2.24%8.89%
20025.30%-0.80%-8.22%3.90%
20014.52%-2.34%4.51%N/A

Rank in category (by total return)

YTD68
1-month96
3-month79
1-year69
3-year93
5-year68

Load adjusted returns

1-year6.05%
3-year-1.75%
5-year3.95%
10-year1.79%