CZMVX vs. HDCTX
Compare and contrast key facts about Multi-Manager Value Strategies Fund (CZMVX) and Rational Equity Armor Fund (HDCTX).
CZMVX is managed by BlackRock. It was launched on Jan 3, 2017. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
CZMVX vs. HDCTX - Performance Comparison
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CZMVX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CZMVX Multi-Manager Value Strategies Fund | 2.83% | 12.82% | 12.90% | 11.85% | -7.94% | 25.55% | 5.88% | 28.61% | -9.10% | 17.86% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.80% |
Returns By Period
In the year-to-date period, CZMVX achieves a 2.83% return, which is significantly higher than HDCTX's -1.36% return.
CZMVX
- 1D
- 1.83%
- 1M
- -4.34%
- YTD
- 2.83%
- 6M
- 5.95%
- 1Y
- 13.95%
- 3Y*
- 13.56%
- 5Y*
- 8.58%
- 10Y*
- —
HDCTX
- 1D
- 0.95%
- 1M
- -3.07%
- YTD
- -1.36%
- 6M
- -1.82%
- 1Y
- 12.88%
- 3Y*
- 11.04%
- 5Y*
- 5.16%
- 10Y*
- 4.46%
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CZMVX vs. HDCTX - Expense Ratio Comparison
CZMVX has a 0.69% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
CZMVX vs. HDCTX — Risk / Return Rank
CZMVX
HDCTX
CZMVX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Value Strategies Fund (CZMVX) and Rational Equity Armor Fund (HDCTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CZMVX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.20 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.75 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.96 | -0.66 |
Martin ratioReturn relative to average drawdown | 5.82 | 5.25 | +0.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CZMVX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.20 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.49 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.36 | +0.22 |
Correlation
The correlation between CZMVX and HDCTX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CZMVX vs. HDCTX - Dividend Comparison
CZMVX's dividend yield for the trailing twelve months is around 15.01%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZMVX Multi-Manager Value Strategies Fund | 15.01% | 15.46% | 9.03% | 6.53% | 11.79% | 8.01% | 2.45% | 3.62% | 8.47% | 4.76% | 0.00% | 0.00% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
CZMVX vs. HDCTX - Drawdown Comparison
The maximum CZMVX drawdown since its inception was -37.43%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for CZMVX and HDCTX.
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Drawdown Indicators
| CZMVX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.43% | -59.05% | +21.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -6.95% | -4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -19.85% | -18.22% | -1.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.43% | — |
Current DrawdownCurrent decline from peak | -4.52% | -6.07% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -6.45% | +1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.59% | -0.01% |
Volatility
CZMVX vs. HDCTX - Volatility Comparison
Multi-Manager Value Strategies Fund (CZMVX) has a higher volatility of 3.74% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that CZMVX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CZMVX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 2.15% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 6.30% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 11.06% | +4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.87% | 10.49% | +4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 11.44% | +6.36% |