Rational Strategic Competition

Mutual Funds . USA . 
Fund . Rational Strategic Allocation
RHSAX Fund  USD 9.33  0.06  0.65%   
Rational Strategic competes with World Energy, Energy Basic, Gmo Resources, Icon Natural, and Firsthand Alternative; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of Rational Funds family. The entity is thematically classified as Large Blend Funds. Analyzing Rational Strategic 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 Strategic to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Rational Strategic Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Rational Strategic competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
7.999.3310.67
Details
Intrinsic
Valuation
LowRealHigh
7.949.2810.62
Details
Naive
Forecast
LowNextHigh
7.789.1210.46
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.339.339.33
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Rational Strategic. Your research has to be compared to or analyzed against Rational Strategic's peers to derive any actionable benefits. When done correctly, Rational Strategic'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 Strategic.

Rational Strategic Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Rational Strategic 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 Strategic does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
XNDPX
+ 0.96
APWEX
ICBAX
+ 0.88
APWEX
ICBAX
+ 0.88
XNDPX
GRHAX
+ 0.87
APWEX
FIKAX
+ 0.84
SBMBX
ALTEX
+ 0.84
GMOWX
  
High negative correlations   
ALTEX
- 0.39
XNDPX
ALTEX
- 0.31
APWEX
ALTEX
- 0.12
ICBAX
GMOWX
- 0.08
XNDPX
GMOWX
- 0.03
APWEX
GRHAX
- 0.01
ALTEX

Risk-Adjusted Indicators

There is a big difference between Rational Mutual Fund performing well and Rational Strategic 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 Strategic'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.
All Fundamental Data

Rational Strategic Competitive Analysis

The better you understand Rational Strategic competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Rational Strategic'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 Strategic'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
RHSAX APWEX SBMBX XNDPX GMOWX ICBAX ALTEX GRHAX FIKAX
 0.65 
 9.33 
Rational
 0.71 
 15.67 
World
 0.47 
 12.94 
Energy
 1.21 
 45.60 
Tortoise
 0.94 
 20.31 
Gmo
 1.49 
 19.77 
Icon
 2.04 
 10.00 
Firsthand
 0.35 
 14.27 
Goehring
 0.33 
 51.88 
Fidelity
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Market Performance
(90 Days Performance)
Weak
Good
Weak
Good
Very Weak
OK
Very Weak
OK
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
About Average
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly 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)
Hold
Buy
Strong Hold
Strong Buy
Hold
Strong Hold
Hold
Buy
Hold
Net Asset
10.19 M
57.51 M
1.32 M
N/A
2.1 B
39.88 M
14.48 M
37.51 M
275.71 M
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
Price To Book
N/A
1.74
1.41
N/A
N/A
2.11
1.52
N/A
N/A
Five Year Return
N/A
17.89
5.88
N/A
N/A
13.72
6.79
21.57
16.18
One Year Return
N/A
14.18
2.4
N/A
N/A
30.6
5.96
10.91
13.61
Last Dividend Paid
N/A
0.02
0.11
0.1
N/A
0.04
N/A
0.11
0.67
Price To Earning
N/A
25.38
20.9
N/A
N/A
16.47
19.75
N/A
N/A
Price To Sales
N/A
1.41
0.99
N/A
N/A
0.89
1.04
N/A
N/A
Cash Position Weight
N/A
0.85
1.82
N/A
N/A
19.97
25.62
4.32
0.37
Equity Positions Weight
N/A
92.81
98.19
N/A
N/A
79.35
74.37
95.65
99.63
Three Year Return
N/A
14.44
8.13
N/A
N/A
10.2
-13.94
12.45
23.99
Annual Yield
0.0308
0.0197
0.0121
N/A
0.0377
0.0067
N/A
0.0293
0.0217
Year To Date Return
N/A
15.24
0.23
N/A
N/A
20.92
1.35
9.01
14.83
Bond Positions Weight
N/A
3.58
N/A
N/A
N/A
N/A
N/A
0.04
N/A
Ten Year Return
N/A
N/A
-4.54
N/A
N/A
4.8
1.78
N/A
-2.95
Day Typical Price
9.33
15.67
12.94
45.6
20.31
19.77
10.0
14.27
51.88
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.06
0.11
0.06
(0.56)
0.19
0.29
0.2
0.05
0.17
Rate Of Daily Change
1.01
1.01
1.0
0.99
1.01
1.01
1.02
1.0
1.0
Day Median Price
9.33
15.67
12.94
45.6
20.31
19.77
10.0
14.27
51.88
Price Action Indicator
0.03
0.055
0.03
(0.28)
0.095
0.14
0.1
0.025
0.085
Relative Strength Index
63.4
74.15
62.53
74.02
50.2
67.73
41.51
64.07
61.06
Coefficient Of Variation
2012.44
503.34
1857.78
547.67
(10,458)
643.5
(4,180)
716.64
1317.09
Mean Deviation
0.9286
0.8859
0.7478
0.907
1.09
0.8101
1.35
1.1
0.9684
Jensen Alpha
(0.11)
0.1008
(0.04)
0.1231
(0.09)
0.0143
(0.19)
0.0795
(0.01)
Total Risk Alpha
(0.16)
0.04
(0.11)
0.0208
(0.25)
(0.01)
(0.33)
(0.04)
(0.12)
Sortino Ratio
(0.04)
0.0843
(0.07)
0.0651
N/A
0.0487
N/A
0.0467
(0.02)
Downside Variance
2.14
1.72
1.38
2.04
N/A
0.816
N/A
2.56
2.22
Standard Deviation
1.35
1.21
0.9706
1.22
1.42
1.12
1.74
1.47
1.3
Kurtosis
3.64
2.21
0.6818
1.64
1.08
5.11
0.7835
2.16
0.777
Potential Upside
1.97
2.01
1.43
1.83
1.88
1.94
2.83
2.55
2.07
Treynor Ratio
0.0401
0.2141
0.0613
0.2849
(0.04)
0.1323
(0.05)
0.2036
0.1131
Maximum Drawdown
7.38
5.8
4.41
4.96
7.69
6.37
9.14
8.81
5.82
Variance
1.81
1.47
0.9421
1.5
2.03
1.26
3.02
2.17
1.69
Market Risk Adjusted Performance
0.0501
0.2241
0.0713
0.2949
(0.03)
0.1423
(0.04)
0.2136
0.1231
Risk Adjusted Performance
0.0424
0.1561
0.0434
0.1438
(0)
0.1224
(0.01)
0.1118
0.0623
Skewness
(0.34)
(0.18)
(0.76)
(0.18)
(0.86)
1.22
(0.21)
(0.51)
(0.42)
Semi Deviation
1.34
0.9494
1.09
1.04
N/A
0.6689
N/A
1.29
1.28
Information Ratio
(0.05)
0.091
(0.08)
0.0758
(0.10)
0.0391
(0.1)
0.0507
(0.02)
Value At Risk
(2.49)
(1.67)
(1.63)
(1.89)
(2.79)
(1.24)
(2.74)
(1.86)
(2.13)
Expected Short fall
(1.00)
(0.97)
(0.72)
(0.96)
N/A
(0.93)
N/A
(1.14)
(0.93)
Downside Deviation
1.46
1.31
1.18
1.43
N/A
0.9033
N/A
1.6
1.49
Semi Variance
1.8
0.9013
1.18
1.09
N/A
0.4475
N/A
1.66
1.63

Rational Strategic Competition Performance Charts

Five steps to successful analysis of Rational Strategic Competition

Rational Strategic'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 Strategic in relation to its competition. Rational Strategic's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Rational Strategic 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 Strategic's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Rational Strategic, 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 Strategic position

In addition to having Rational Strategic 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.

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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 Disruptive Technologies Theme or any other thematic opportunities.
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Other Information on Investing in Rational Mutual Fund

Rational Strategic 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 Strategic security.
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