Rational Dynamic Competition

RDMAX Fund

USD 21.04 0.03 0.14%

Rational Dynamic Momentum competes with Vanguard Health, Delaware Healthcare, Delaware Healthcare, Deutsche Health, and T Rowe; as well as few others. The fund is listed under Macro Trading category and is part of Rational Funds family. Analyzing Rational Dynamic competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Rational Dynamic to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Rational Dynamic Correlation with its peers.

Rational Dynamic vs Eventide Healthcare Correlation

Very good diversification

The correlation between Rational Dynamic Momentum and ETAHX is -0.3 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Rational Dynamic Momentum and ETAHX in the same portfolio, assuming nothing else is changed.

Moving together with Rational Mutual Fund

0.78

RDMIX

Rational Dynamic Momentum

Pair Corr

Moving against Rational Mutual Fund

0.4	RFXIX	Rational Special Sit	Pair Corr
0.39	RFXCX	Rational Special Sit	Pair Corr
0.39	RFXAX	Rational Special Sit	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
20.29	21.04	21.79

Details

Intrinsic

Valuation

Low	Real	High
18.56	19.31	23.14

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Rational Dynamic. Your research has to be compared to or analyzed against Rational Dynamic's peers to derive any actionable benefits. When done correctly, Rational Dynamic's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Rational Dynamic Momentum.

Rational Dynamic Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Rational Dynamic and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Rational and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Rational Dynamic Momentum does not affect the price movement of the other competitor.

	VGHCX	DLHIX	DLHAX	SCHLX	THISX	ETHSX	RYHCX	ETAHX
VGHCX		0.83	0.78	0.89	0.76	0.8	0.89	0.76	VGHCX
DLHIX	0.83		0.97	0.83	0.81	0.93	0.84	0.78	DLHIX
DLHAX	0.78	0.97		0.81	0.82	0.96	0.84	0.79	DLHAX
SCHLX	0.89	0.83	0.81		0.92	0.88	0.9	0.63	SCHLX
THISX	0.76	0.81	0.82	0.92		0.89	0.88	0.52	THISX
ETHSX	0.8	0.93	0.96	0.88	0.89		0.88	0.75	ETHSX
RYHCX	0.89	0.84	0.84	0.9	0.88	0.88		0.72	RYHCX
ETAHX	0.76	0.78	0.79	0.63	0.52	0.75	0.72		ETAHX
	VGHCX	DLHIX	DLHAX	SCHLX	THISX	ETHSX	RYHCX	ETAHX

Risk-Adjusted Indicators

There is a big difference between Rational Mutual Fund performing well and Rational Dynamic Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Rational Dynamic's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VGHCX	0.72	0.07	0.06	0.20	0.62	(0.90)	1.94	(1.29)	4.26
DLHIX	0.92	0.23	0.27	0.39	0.44	(1.24)	2.19	(1.17)	7.47
DLHAX	0.98	0.29	0.27	1.64	0.53	(1.30)	2.18	(1.46)	10.20
SCHLX	0.81	0.08	0.10	0.17	0.55	(1.04)	2.15	(1.15)	7.36
THISX	1.25	0.45	0.44	1.34	0.32	(1.67)	2.13	(1.47)	16.36
ETHSX	0.80	0.21	0.20	(8.71)	0.43	(1.03)	2.04	(1.23)	8.06
RYHCX	0.72	0.12	0.06	(6.31)	0.55	(0.97)	2.09	(1.04)	4.49
ETAHX	1.20	0.19	0.08	(1.23)	1.26	(1.35)	3.21	(2.09)	7.34

Rational Dynamic Competitive Analysis

The better you understand Rational Dynamic competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Rational Dynamic's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Rational Dynamic's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	RDMAX	VGHCX	DLHIX	DLHAX	SCHLX	THISX	ETHSX	RYHCX	ETAHX
	0.14 21.04 Rational	0.58 205.85 Vanguard	0.44 26.96 Delaware	0.79 26.75 DELAWARE	0.48 43.09 Deutsche	0.55 81.85 THISX	0.60 13.33 Eaton	0.46 94.79 HEALTH	0.38 49.46 Eventide
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weak	Mild	Good	Good	Fair	Good	Good	Fair	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Over Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Sell	Sell	Strong Sell
Net Asset	41.29 M	39.26 B	934.76 M	687.21 M	318.86 M	13.82 B	854.99 M	20.59 M	1.64 B
Minimum Initial Investment	1 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	2.74	2.1	2.16	2.65	N/A	3.04	2.9	2.91
Five Year Return	3.85	6.09	7.19	6.73	5.39	2.79	5.59	2.85	-0.28
One Year Return	0.86	13.11	22.07	19.96	4.95	8.83	4.87	8.28	40.03
Last Dividend Paid	0.66	N/A	0.06	0.03	0.11	N/A	N/A	N/A	N/A
Price To Earning	N/A	22.84	20.2	20.06	19.24	4.05	20.29	20.5	33.93
Price To Sales	N/A	1.62	2.1	2.2	1.74	N/A	2.16	1.29	7.44
Cash Position Weight	78.1	1.72	0.38	4.4	5.23	0.11	0.2	0.86	16.47
Equity Positions Weight	N/A	98.28	99.39	95.6	94.77	99.89	99.73	99.48	72.94
Three Year Return	4.39	7.53	13.45	13.2	8.03	7.06	6.93	5.94	12.55
Annual Yield	N/A	0.01	0.0255	0.0232	0.0037	0.0029	0.0051	N/A	N/A
Year To Date Return	0.53	0.75	2.61	2.22	0.37	2.14	0.38	0.5	0.24
Ten Year Return	N/A	15.61	17.39	17.1	14.99	19.98	13.86	12.72	N/A
Daily Balance Of Power	0	0	0	9.2 T	0	0	9.2 T	9.2 T	0
Day Typical Price	21.04	205.85	26.96	26.75	43.09	81.85	13.33	94.79	49.46
Period Momentum Indicator	(0.03)	(1.21)	(0.12)	0.21	(0.21)	(0.45)	0.08	0.43	(0.19)
Rate Of Daily Change	1.0	0.99	1.0	1.01	1.0	0.99	1.01	1.0	1.0
Day Median Price	21.04	205.85	26.96	26.75	43.09	81.85	13.33	94.79	49.46
Price Action Indicator	(0.01)	(0.61)	(0.06)	0.11	(0.10)	(0.23)	0.04	0.22	(0.1)
Coefficient Of Variation	4826.39	753.72	423.69	469.09	757.99	513.89	535.74	727.89	818.11
Mean Deviation	0.5627	0.7248	0.9156	0.9783	0.8125	1.25	0.8041	0.7155	1.2
Jensen Alpha	0.0091	0.0739	0.2262	0.2859	0.0846	0.4479	0.2133	0.1167	0.1853
Total Risk Alpha	(0.06)	0.0331	0.1706	0.1726	0.0419	0.2566	0.1082	0.0359	0.0432
Sortino Ratio	(0.07)	0.059	0.2656	0.2682	0.098	0.4428	0.1998	0.0637	0.0757
Downside Variance	0.7742	0.5765	0.5987	0.7229	0.5383	0.8241	0.4968	0.4921	1.9
Standard Deviation	0.7697	0.9462	1.21	1.45	1.16	2.48	1.19	0.9128	1.52
Kurtosis	2.54	0.3982	4.71	13.78	8.54	20.99	11.03	0.3915	0.1212
Potential Upside	1.12	1.94	2.19	2.18	2.15	2.13	2.04	2.09	3.21
Treynor Ratio	(0.13)	0.1962	0.3907	1.64	0.1738	1.34	(8.71)	(6.31)	(1.23)
Maximum Drawdown	4.41	4.26	7.47	10.2	7.36	16.36	8.06	4.49	7.34
Variance	0.5924	0.8954	1.47	2.1	1.34	6.15	1.41	0.8333	2.3
Market Risk Adjusted Performance	(0.12)	0.2062	0.4007	1.65	0.1838	1.35	(8.70)	(6.30)	(1.22)
Risk Adjusted Performance	0.0163	0.1092	0.195	0.1775	0.1101	0.1648	0.1547	0.1127	0.1039
Skewness	(0.77)	0.5847	1.53	2.73	2.15	4.28	2.45	0.5413	0.1153
Semi Deviation	0.8263	0.6198	0.4385	0.5344	0.5497	0.3168	0.4274	0.5483	1.26
Information Ratio	(0.08)	0.0473	0.1694	0.1574	0.0621	0.162	0.1186	0.0489	0.0689
Value At Risk	(1.26)	(1.29)	(1.17)	(1.46)	(1.15)	(1.47)	(1.23)	(1.04)	(2.09)
Expected Short fall	(0.56)	(0.90)	(1.24)	(1.30)	(1.04)	(1.67)	(1.03)	(0.97)	(1.35)
Downside Deviation	0.8799	0.7592	0.7738	0.8502	0.7337	0.9078	0.7048	0.7015	1.38
Semi Variance	0.6828	0.3842	0.1923	0.2856	0.3022	0.1004	0.1827	0.3007	1.59

Rational Dynamic Competition Performance Charts

Five steps to successful analysis of Rational Dynamic Competition

Rational Dynamic's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Rational Dynamic Momentum in relation to its competition. Rational Dynamic's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Rational Dynamic in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Rational Dynamic's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Rational Dynamic Momentum, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Rational Dynamic position

In addition to having Rational Dynamic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Aggressive Funds Thematic Idea Now

Aggressive Funds

Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. The Aggressive Funds theme has 48 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aggressive Funds Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Rational Mutual Fund

Rational Dynamic financial ratios help investors to determine whether Rational Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rational with respect to the benefits of owning Rational Dynamic security.

	Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities
	Portfolio Anywhere Track or share privately all of your investments from the convenience of any device

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC