DFP vs. HDCTX
Compare and contrast key facts about Dimensional Financial Leaders Fund (DFP) and Rational Equity Armor Fund (HDCTX).
DFP is managed by Dimensional Fund Advisors. It was launched on May 23, 2013. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
DFP vs. HDCTX - Performance Comparison
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DFP vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFP Dimensional Financial Leaders Fund | -0.39% | 11.88% | 20.47% | 2.12% | -26.32% | 2.18% | 16.83% | 40.77% | -17.56% | 20.78% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, DFP achieves a -0.39% return, which is significantly higher than HDCTX's -1.36% return. Over the past 10 years, DFP has outperformed HDCTX with an annualized return of 6.16%, while HDCTX has yielded a comparatively lower 4.46% annualized return.
DFP
- 1D
- 1.35%
- 1M
- -5.85%
- YTD
- -0.39%
- 6M
- -2.76%
- 1Y
- 8.02%
- 3Y*
- 11.54%
- 5Y*
- -0.50%
- 10Y*
- 6.16%
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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DFP vs. HDCTX - Expense Ratio Comparison
DFP has a 0.01% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
DFP vs. HDCTX — Risk / Return Rank
DFP
HDCTX
DFP vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Financial Leaders Fund (DFP) 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.
| DFP | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.20 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.75 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.96 | -1.16 |
Martin ratioReturn relative to average drawdown | 3.03 | 5.25 | -2.22 |
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
| DFP | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.20 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.49 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.39 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Correlation
The correlation between DFP and HDCTX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DFP vs. HDCTX - Dividend Comparison
DFP's dividend yield for the trailing twelve months is around 7.32%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFP Dimensional Financial Leaders Fund | 7.32% | 6.99% | 6.81% | 7.39% | 10.54% | 7.03% | 6.36% | 6.41% | 8.75% | 7.11% | 8.16% | 8.38% |
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
DFP vs. HDCTX - Drawdown Comparison
The maximum DFP drawdown since its inception was -47.32%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for DFP and HDCTX.
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Drawdown Indicators
| DFP | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.32% | -59.05% | +11.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -6.95% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -40.00% | -18.22% | -21.78% |
Max Drawdown (10Y)Largest decline over 10 years | -47.32% | -19.43% | -27.89% |
Current DrawdownCurrent decline from peak | -6.42% | -6.07% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -9.83% | -6.45% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.59% | +0.04% |
Volatility
DFP vs. HDCTX - Volatility Comparison
Dimensional Financial Leaders Fund (DFP) has a higher volatility of 4.79% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that DFP'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
| DFP | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 2.15% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 6.30% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.97% | 11.06% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.70% | 10.49% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.95% | 11.44% | +7.51% |