Rational Strategic Correlations

RHSIX Fund

USD 8.65 0.17 2.00%

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 0.85 (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 gross domestic product.

Moving together with Rational Mutual Fund

0.75	RNECX	Rationalrgn Hedged Equity	Pair Corr
0.76	RNEAX	Rationalrgn Hedged Equity	Pair Corr
0.76	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	RHSCX	Rational Strategic	Pair Corr
0.7	PBXIX	Rationalpier 88 Conv	Pair Corr
0.68	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
0.82	BKMIX	Blackrock Multi Asset	Pair Corr
0.88	HBLTX	Hartford Balanced	Pair Corr
0.89	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
0.89	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

	RGVAX	FITSX	DACGX	PGIQX	SSAGX	OGGPX	SMAAX
RGVAX		0.78	0.66	0.82	0.5	0.88	0.48	RGVAX
FITSX	0.78		0.88	0.87	0.86	0.83	0.87	FITSX
DACGX	0.66	0.88		0.77	0.8	0.72	0.79	DACGX
PGIQX	0.82	0.87	0.77		0.61	0.93	0.62	PGIQX
SSAGX	0.5	0.86	0.8	0.61		0.55	0.89	SSAGX
OGGPX	0.88	0.83	0.72	0.93	0.55		0.57	OGGPX
SMAAX	0.48	0.87	0.79	0.62	0.89	0.57		SMAAX
	RGVAX	FITSX	DACGX	PGIQX	SSAGX	OGGPX	SMAAX

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
RGVAX	0.12	0.01	(0.43)	0.36	0.00	(0.16)	0.25	(0.25)	0.67
FITSX	0.15	0.02	(0.35)	0.35	0.00	(0.21)	0.33	(0.22)	0.77
DACGX	0.13	0.00	(0.37)	0.06	0.10	(0.16)	0.24	(0.32)	0.64
PGIQX	0.13	0.01	(0.35)	0.44	0.03	(0.19)	0.25	(0.25)	0.75
SSAGX	0.04	0.00	0.00	0.74	0.00	0.00	0.10	(0.10)	0.50
OGGPX	0.15	0.01	(0.34)	0.40	0.03	(0.20)	0.31	(0.31)	0.72
SMAAX	0.07	0.02	(0.56)	4.06	0.00	(0.13)	0.20	(0.10)	0.48

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