Rational Strategic Correlations

RHSCX Fund

USD 8.58 0.16 1.90%

The current 90-days correlation between Rational Strategic and Touchstone International Equity is 0.46 (i.e., Very weak diversification). The correlation of Rational Strategic 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 Strategic Correlation With Market

Very poor diversification

The correlation between Rational Strategic Allocation and DJI is 0.84 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Rational Strategic Allocation and DJI in the same portfolio, assuming nothing else is changed.

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Rational Strategic Allocation. 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 services.

Moving together with Rational Mutual Fund

0.75	RNECX	Rationalrgn Hedged Equity	Pair Corr
0.75	RNEAX	Rationalrgn Hedged Equity	Pair Corr
0.75	RNEIX	Rationalrgn Hedged Equity	Pair Corr
0.9	HRSTX	Rational Real Strategies	Pair Corr
0.93	HRSAX	Rational Real Strategies	Pair Corr
0.93	HRSFX	Rational Real Strategies	Pair Corr
0.95	RHSAX	Rational Strategic	Pair Corr
1.0	RHSIX	Rational Strategic	Pair Corr
0.7	PBXIX	Rationalpier 88 Conv	Pair Corr
0.67	PBXCX	Rationalpier 88 Conv	Pair Corr
0.75	PBXAX	Rationalpier 88 Conv	Pair Corr
0.89	VWIAX	Vanguard Wellesley Income	Pair Corr
0.74	VWINX	Vanguard Wellesley Income	Pair Corr
0.81	BKMIX	Blackrock Multi Asset	Pair Corr
0.88	HBLTX	Hartford Balanced	Pair Corr
0.88	HBLRX	Hartford Balanced	Pair Corr
0.88	HBLSX	Hartford Balanced	Pair Corr
0.88	HBLVX	Hartford Balanced	Pair Corr
0.88	HBLFX	Hartford Balanced	Pair Corr
0.88	HBLYX	Hartford Balanced	Pair Corr
0.88	HBLCX	Hartford Balanced	Pair Corr
0.78	VTSAX	Vanguard Total Stock	Pair Corr
0.84	VFIAX	Vanguard 500 Index	Pair Corr
0.85	VTSMX	Vanguard Total Stock	Pair Corr
0.85	VSMPX	Vanguard Total Stock	Pair Corr
0.78	VITSX	Vanguard Total Stock	Pair Corr

Moving against Rational Mutual Fund

0.56	HDCEX	Rational Dividend Capture	Pair Corr
0.53	HDCAX	Rational Dividend Capture	Pair Corr
0.42	HDCTX	Rational Dividend Capture	Pair Corr

Related Correlations Analysis

	APDNX	DODFX	AUUIX	PAEIX	GMADX	FLDFX	DSDYX	TOIIX
APDNX		0.92	0.96	0.92	0.93	0.98	0.36	0.96	APDNX
DODFX	0.92		0.88	0.99	0.99	0.95	0.42	0.98	DODFX
AUUIX	0.96	0.88		0.89	0.9	0.94	0.33	0.93	AUUIX
PAEIX	0.92	0.99	0.89		0.99	0.95	0.44	0.98	PAEIX
GMADX	0.93	0.99	0.9	0.99		0.95	0.42	0.98	GMADX
FLDFX	0.98	0.95	0.94	0.95	0.95		0.41	0.97	FLDFX
DSDYX	0.36	0.42	0.33	0.44	0.42	0.41		0.36	DSDYX
TOIIX	0.96	0.98	0.93	0.98	0.98	0.97	0.36		TOIIX
	APDNX	DODFX	AUUIX	PAEIX	GMADX	FLDFX	DSDYX	TOIIX

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.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
APDNX	0.67	0.19	0.15	2.18	0.47	(0.77)	1.38	(0.97)	6.09
DODFX	0.54	0.14	0.16	0.31	0.40	(0.64)	1.15	(0.97)	2.71
AUUIX	0.61	0.07	0.08	0.17	0.49	(0.68)	1.23	(0.99)	8.89
PAEIX	0.64	0.11	0.12	0.23	0.55	(0.75)	1.38	(1.22)	3.38
GMADX	0.57	0.15	0.18	0.27	0.43	(0.66)	1.37	(1.10)	3.10
FLDFX	0.46	0.11	0.05	(9.26)	0.31	(0.56)	0.95	(0.96)	4.03
DSDYX	0.09	(0.01)	(0.61)	(0.02)	0.06	(0.11)	0.20	(0.20)	0.59
TOIIX	0.67	0.30	0.37	0.47	0.00	(0.82)	1.39	(1.14)	6.58

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