Rational Special Financials
| RFXIX Fund | USD 18.27 0.04 0.22% |
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 Special Fund Summary
Rational Special competes with Rational Dynamic, Rational Dynamic, Rational Dynamic, Rational Special, and Rational Real. The fund seeks to achieve its investment objective by primarily investing in agency and non-agency residential and commercial mortgage-backed securities, with a focus on non-agency residential mortgage-backed securities. It does not limit its investments to a particular credit quality and may invest without limitation in debt securities rated below investment grade . The fund is non-diversified.Specialization | Multisector Bond, Multisector Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Rational Funds |
| Mutual Fund Family | Rational Funds |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 253 0412 |
| Currency | USD - US Dollar |
Rational Special Key Financial Ratios
Rational Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Rational Special's current stock value. Our valuation model uses many indicators to compare Rational Special value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Rational Special competition to find correlations between indicators driving Rational Special's intrinsic value. More Info.Rational Special Situations is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 4,743 of Year To Date Return per Annual Yield. 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 Special's earnings, one of the primary drivers of an investment's value.Rational Special Sit Systematic Risk
Rational Special's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Rational Special 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Rational Special Sit correlated with the market. If Beta is less than 0 Rational Special generally moves in the opposite direction as compared to the market. If Rational Special Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Rational Special Sit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Rational Special is generally in the same direction as the market. If Beta > 1 Rational Special moves generally in the same direction as, but more than the movement of the benchmark.
Rational Special Thematic Clasifications
Rational Special Situations is part of several thematic ideas from Hybrid Mix Funds to Small Blend Funds. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasRational Special Situations is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 2.44 Billion. Rational Special totals roughly 812.39 Million in net asset claiming about 33% of funds under Multisector Bond category.Rational Special November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Rational Special help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Rational Special Situations. We use our internally-developed statistical techniques to arrive at the intrinsic value of Rational Special Situations 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 Special's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1221 | |||
| Information Ratio | (1.18) | |||
| Maximum Drawdown | 0.3891 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1115 |
Other Information on Investing in Rational Mutual Fund
Rational Special 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 Special security.
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