Rational Defensive Financials
| HSUCX Fund | USD 32.81 0.15 0.46% |
Rational |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Rational Defensive Fund Summary
Rational Defensive competes with Victory High, Morningstar Aggressive, Calvert High, Vanguard High-yield, and Siit High. The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index . The index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Rational Funds |
| Mutual Fund Family | Rational Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 253 0412 |
| Currency | USD - US Dollar |
Rational Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Rational Defensive's current stock value. Our valuation model uses many indicators to compare Rational Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Rational Defensive competition to find correlations between indicators driving Rational Defensive's intrinsic value. More Info.Rational Defensive Growth is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Rational Defensive Growth is roughly 8.41 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Rational Defensive's earnings, one of the primary drivers of an investment's value.Rational Defensive Growth Systematic Risk
Rational Defensive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Rational Defensive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Rational Defensive Growth correlated with the market. If Beta is less than 0 Rational Defensive generally moves in the opposite direction as compared to the market. If Rational Defensive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Rational Defensive Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Rational Defensive is generally in the same direction as the market. If Beta > 1 Rational Defensive moves generally in the same direction as, but more than the movement of the benchmark.
Rational Defensive November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Rational Defensive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Rational Defensive Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Rational Defensive Growth based on widely used predictive technical indicators. In general, we focus on analyzing Rational Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Rational Defensive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9367 | |||
| Information Ratio | 0.0569 | |||
| Maximum Drawdown | 4.56 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 1.45 |
Other Information on Investing in Rational Mutual Fund
Rational Defensive 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 Defensive security.
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