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Rational Equity Armor Fund C (HDCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.64+0.11 (+1.29%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.09%
5-year average return5.98%
Number of years up5
Number of years down4
Best 1-yr total return (3 Jun 2024)14.88%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return14.88%
Worst 3-yr total return-3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHDCEXCategory
YTD2.24%6.64%
1-month-3.86%1.03%
3-month1.36%3.58%
1-year10.63%16.67%
3-year-0.79%6.96%
5-year4.25%6.01%
10-year1.65%4.42%
Last bull market15.54%12.48%
Last bear market-12.20%-10.95%

Annual total return (%) history

Year
HDCEXCategory
2024
N/AN/A
2023
1.90%N/A
2022
-11.51%N/A
2021
13.40%N/A
2020
14.88%7.16%
2019
9.90%11.34%
2018
-12.66%-3.45%
2017
-2.68%6.02%
2016
5.34%3.31%
2015
-4.08%-1.77%
2014
N/A2.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.34%N/AN/AN/A
2023-2.66%0.78%-3.49%7.63%
20220.71%-12.20%-1.97%2.08%
20215.24%2.44%-0.75%5.97%
2020-3.47%10.64%1.94%5.52%
20196.13%-1.84%2.06%3.36%
2018-4.86%4.74%1.86%-13.96%
20170.58%-1.68%-2.20%0.62%
20163.71%4.04%-2.76%0.39%
20150.02%-2.05%-5.74%3.87%
20144.40%-2.27%3.18%N/A

Rank in category (by total return)

YTD69
1-month96
3-month77
1-year74
3-year94
5-year75

Load adjusted returns

1-year9.63%
3-year-0.79%
5-year4.25%
10-year1.65%