Here you can find all mutual funds issued by Rational Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Rational Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Rational Strategic Allocation Fund | Diversified Portfolio | Jul 29, 2009 | 1.81% | 14.02% | 2.39% | 2.31% | ||||||||
Rational Equity Armor Fund | Large Cap Value Equities | Feb 28, 2001 | 1.17% | 11.60% | 0.81% | 0.00% | ||||||||
Rational Tactical Return Fund | Options Trading | Apr 30, 2007 | 1.99% | 2.01% | 0.68% | 5.49% | ||||||||
Rational Dynamic Brands Fund | Large Cap Growth Equities | Sep 30, 2002 | 1.10% | 15.46% | -7.25% | 0.00% | ||||||||
Rational Inflation Growth Fund | Diversified Portfolio | Aug 17, 2021 | 1.49% | 12.24% | — | 0.64% | ||||||||
Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | Dec 5, 2019 | 0.99% | 6.81% | — | 2.39% | ||||||||
Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | Sep 29, 2016 | 1.97% | 10.94% | — | 9.58% | ||||||||
Rational Special Situations Income Fund | Multisector Bonds | Jul 16, 2019 | 1.76% | 7.32% | — | 7.68% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years