HDCTX vs. ACIIX
Compare and contrast key facts about Rational Equity Armor Fund (HDCTX) and American Century Equity Income Fund Class I (ACIIX).
HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
HDCTX vs. ACIIX - Performance Comparison
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HDCTX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDCTX Rational Equity Armor Fund | -2.29% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, HDCTX achieves a -2.29% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, HDCTX has underperformed ACIIX with an annualized return of 4.36%, while ACIIX has yielded a comparatively higher 8.89% annualized return.
HDCTX
- 1D
- -0.54%
- 1M
- -4.07%
- YTD
- -2.29%
- 6M
- -2.29%
- 1Y
- 12.17%
- 3Y*
- 10.69%
- 5Y*
- 5.11%
- 10Y*
- 4.36%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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HDCTX vs. ACIIX - Expense Ratio Comparison
HDCTX has a 1.17% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
HDCTX vs. ACIIX — Risk / Return Rank
HDCTX
ACIIX
HDCTX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Equity Armor Fund (HDCTX) and American Century Equity Income Fund Class I (ACIIX). 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.
| HDCTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.93 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.35 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.11 | +0.52 |
Martin ratioReturn relative to average drawdown | 4.43 | 4.37 | +0.06 |
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
| HDCTX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.93 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.70 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.67 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.53 | -0.17 |
Correlation
The correlation between HDCTX and ACIIX is 0.81, 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
HDCTX vs. ACIIX - Dividend Comparison
HDCTX's dividend yield for the trailing twelve months is around 0.12%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
HDCTX vs. ACIIX - Drawdown Comparison
The maximum HDCTX drawdown since its inception was -59.05%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for HDCTX and ACIIX.
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Drawdown Indicators
| HDCTX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -39.16% | -19.89% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -8.96% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -13.49% | -4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -19.43% | -32.76% | +13.33% |
Current DrawdownCurrent decline from peak | -6.95% | -5.73% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -5.26% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.30% | +0.26% |
Volatility
HDCTX vs. ACIIX - Volatility Comparison
The current volatility for Rational Equity Armor Fund (HDCTX) is 1.82%, while American Century Equity Income Fund Class I (ACIIX) has a volatility of 2.76%. This indicates that HDCTX experiences smaller price fluctuations and is considered to be less risky than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDCTX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 2.76% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 6.05% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 11.61% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 10.74% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 13.37% | -1.93% |