Rational Defensive Correlations

HSUAX Fund

USD 37.27 0.29 0.77%

The correlation of Rational Defensive is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Rational Defensive Correlation With Market

Excellent diversification

The correlation between Rational Defensive Growth and DJI is -0.53 (i.e., Excellent diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Rational Defensive Growth and DJI in the same portfolio, assuming nothing else is changed.

Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Rational Defensive Growth. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.

Moving together with Rational Mutual Fund

1.0	HSUCX	Rational Defensive Growth	Pair Corr
0.62	HBAFX	Rational Strategic	Pair Corr
0.97	HSUTX	Rational Defensive Growth	Pair Corr
0.92	VIGAX	Vanguard Growth Index	Pair Corr
0.72	AGTHX	Growth Fund	Pair Corr
0.74	GFACX	Growth Fund	Pair Corr
0.72	GFAFX	Growth Fund	Pair Corr
0.72	CGFFX	Growth Fund	Pair Corr
0.78	CGFCX	Growth Fund	Pair Corr
0.72	CGFAX	Growth Fund	Pair Corr
0.76	CGFEX	Growth Fund	Pair Corr
0.78	RYVYX	Nasdaq 100 2x Potential Growth	Pair Corr
0.76	UOPIX	Ultra Nasdaq 100	Pair Corr

Moving against Rational Mutual Fund

0.94	RFXIX	Rational Special Sit	Pair Corr
0.93	RFXCX	Rational Special Sit	Pair Corr
0.93	RFXAX	Rational Special Sit	Pair Corr
0.55	RNEAX	Rationalrgn Hedged Equity	Pair Corr
0.55	RNEIX	Rationalrgn Hedged Equity	Pair Corr
0.55	HRSTX	Rational Real Strategies	Pair Corr
0.53	HRSAX	Rational Real Strategies	Pair Corr
0.53	PBXIX	Rationalpier 88 Conv	Pair Corr
0.51	RNECX	Rationalrgn Hedged Equity	Pair Corr
0.47	PBXCX	Rationalpier 88 Conv	Pair Corr
0.4	HRSFX	Rational Real Strategies	Pair Corr
0.9	DPRSX	Delaware Reit	Pair Corr
0.88	FEIPX	Fa529 Eq In	Pair Corr
0.59	LOGBX	Scharf Balanced Oppo	Pair Corr
0.49	PBXAX	Rationalpier 88 Conv	Pair Corr
0.4	HDGYX	Hartford Dividend	Pair Corr

Related Correlations Analysis

	SMAAX	TEIMX	PDHCX	TIMXX	ELBIX	FRQXX
SMAAX		0.94	0.96	0.0	0.93	0.0	SMAAX
TEIMX	0.94		0.95	0.0	0.99	0.0	TEIMX
PDHCX	0.96	0.95		0.0	0.94	0.0	PDHCX
TIMXX	0.0	0.0	0.0		0.0	0.0	TIMXX
ELBIX	0.93	0.99	0.94	0.0		0.0	ELBIX
FRQXX	0.0	0.0	0.0	0.0	0.0		FRQXX
	SMAAX	TEIMX	PDHCX	TIMXX	ELBIX	FRQXX

Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

ELBIX	+ 0.99	TEIMX
PDHCX	+ 0.96	SMAAX
PDHCX	+ 0.95	TEIMX
TEIMX	+ 0.94	SMAAX
ELBIX	+ 0.94	PDHCX
ELBIX	+ 0.93	SMAAX

High negative correlations

FRQXX	- 0.0	ELBIX
FRQXX	- 0.0	TIMXX
ELBIX	- 0.0	TIMXX
FRQXX	- 0.0	PDHCX
TIMXX	- 0.0	PDHCX
FRQXX	- 0.0	TEIMX

Risk-Adjusted Indicators

There is a big difference between Rational Mutual Fund performing well and Rational Defensive 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 Defensive'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
SMAAX	0.08	0.01	(0.09)	0.75	0.00	(0.14)	0.20	(0.10)	0.87
TEIMX	0.26	0.03	0.00	0.22	0.30	(0.34)	0.59	(0.39)	2.33
PDHCX	0.17	0.02	(0.04)	0.20	0.11	(0.24)	0.41	(0.28)	1.24
TIMXX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
ELBIX	0.27	0.02	(0.01)	0.16	0.45	(0.29)	0.56	(0.43)	2.77
FRQXX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

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