Rational Defensive Growth Fund Net Income
| HSUTX Fund | USD 62.16 0.63 1.02% |
As of the 18th of February 2026, Rational Defensive holds the Risk Adjusted Performance of (0.11), variance of 0.6637, and Coefficient Of Variation of (746.50). Rational Defensive Growth technical analysis gives you tools to exploit past prices in attempt to determine a pattern that determines the direction of the fund's future prices.
Rational Defensive's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Rational Defensive's valuation are provided below:Rational Defensive Growth does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. RATIONAL |
Rational Defensive 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Rational Defensive's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Rational Defensive.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Rational Defensive on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Rational Defensive Growth or generate 0.0% return on investment in Rational Defensive over 90 days. Rational Defensive is related to or competes with Sit Balanced, Plumb Balanced, T Rowe, Black Oak, European Equity, Consumer Services, and T Rowe. The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attra... More
Rational Defensive Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Rational Defensive's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Rational Defensive Growth upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 3.64 | |||
| Value At Risk | (1.62) | |||
| Potential Upside | 1.05 |
Rational Defensive Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rational Defensive's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Rational Defensive's standard deviation. In reality, there are many statistical measures that can use Rational Defensive historical prices to predict the future Rational Defensive's volatility.| Risk Adjusted Performance | (0.11) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | (0.16) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Rational Defensive's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Rational Defensive February 18, 2026 Technical Indicators
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| Risk Adjusted Performance | (0.11) | |||
| Market Risk Adjusted Performance | (0.15) | |||
| Mean Deviation | 0.6444 | |||
| Coefficient Of Variation | (746.50) | |||
| Standard Deviation | 0.8147 | |||
| Variance | 0.6637 | |||
| Information Ratio | (0.19) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | (0.16) | |||
| Maximum Drawdown | 3.64 | |||
| Value At Risk | (1.62) | |||
| Potential Upside | 1.05 | |||
| Skewness | (0.54) | |||
| Kurtosis | (0.01) |
Rational Defensive Growth Backtested Returns
Rational Defensive Growth maintains Sharpe Ratio (i.e., Efficiency) of -0.0465, which implies the entity had a -0.0465 % return per unit of risk over the last 3 months. Rational Defensive Growth exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Rational Defensive's Coefficient Of Variation of (746.50), risk adjusted performance of (0.11), and Variance of 0.6637 to confirm the risk estimate we provide. The fund holds a Beta of 0.75, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Rational Defensive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rational Defensive is expected to be smaller as well.
Auto-correlation | -0.35 |
Poor reverse predictability
Rational Defensive Growth has poor reverse predictability. Overlapping area represents the amount of predictability between Rational Defensive time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Rational Defensive Growth price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Rational Defensive price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.3 | |
| Residual Average | 0.0 | |
| Price Variance | 3.72 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Rational Defensive Growth reported net income of 0.0. This indicator is about the same for the Rational Funds average (which is currently at 0.0) family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
RATIONAL Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Rational Defensive's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Rational Defensive could also be used in its relative valuation, which is a method of valuing Rational Defensive by comparing valuation metrics of similar companies.Rational Defensive is currently under evaluation in net income among similar funds.
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 8.08 . 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.Fund Asset Allocation for Rational Defensive
The fund invests 100.36% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.04%) .Asset allocation divides Rational Defensive's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
RATIONAL Fundamentals
| Price To Earning | 20.92 X | ||||
| Price To Book | 2.59 X | ||||
| Price To Sales | 1.47 X | ||||
| Total Asset | 41.23 M | ||||
| Year To Date Return | 1.27 % | ||||
| One Year Return | (12.05) % | ||||
| Three Year Return | 13.25 % | ||||
| Five Year Return | 2.86 % | ||||
| Ten Year Return | 11.11 % | ||||
| Net Asset | 60.03 M | ||||
| Cash Position Weight | 0.04 % | ||||
| Equity Positions Weight | 100.36 % |
About Rational Defensive Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Rational Defensive Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Rational Defensive using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Rational Defensive Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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