Rational Defensive Growth Fund Market Value
| HSUAX Fund | USD 37.11 0.45 1.23% |
| Symbol | 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.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Rational Defensive on November 28, 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 Schwab Health, Delaware Healthcare, Health Care, Alger Health, Delaware Healthcare, Hartford Healthcare, and Putnam Global. 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 | (0.21) | |||
| Maximum Drawdown | 3.78 | |||
| Value At Risk | (1.68) | |||
| Potential Upside | 1.04 |
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 | (0.07) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | 0.4657 |
Rational Defensive February 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | 0.4757 | |||
| Mean Deviation | 0.6706 | |||
| Coefficient Of Variation | (1,162) | |||
| Standard Deviation | 0.8589 | |||
| Variance | 0.7377 | |||
| Information Ratio | (0.21) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | 0.4657 | |||
| Maximum Drawdown | 3.78 | |||
| Value At Risk | (1.68) | |||
| Potential Upside | 1.04 | |||
| Skewness | (0.74) | |||
| Kurtosis | 0.3554 |
Rational Defensive Growth Backtested Returns
Rational Defensive Growth maintains Sharpe Ratio (i.e., Efficiency) of -0.15, which implies the entity had a -0.15 % 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 (1,162), risk adjusted performance of (0.07), and Variance of 0.7377 to confirm the risk estimate we provide. The fund holds a Beta of -0.18, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Rational Defensive are expected to decrease at a much lower rate. During the bear market, Rational Defensive is likely to outperform the market.
Auto-correlation | -0.09 |
Very weak reverse predictability
Rational Defensive Growth has very weak reverse predictability. Overlapping area represents the amount of predictability between Rational Defensive time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 -0.09 indicates that less than 9.0% of current Rational Defensive price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.09 | |
| Spearman Rank Test | -0.3 | |
| Residual Average | 0.0 | |
| Price Variance | 1.34 |
Also Currently Popular
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |