HDCTX vs. OANMX
Compare and contrast key facts about Rational Equity Armor Fund (HDCTX) and Oakmark Fund Institutional Class (OANMX).
HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001. OANMX is managed by Oakmark. It was launched on Nov 30, 2016.
Performance
HDCTX vs. OANMX - Performance Comparison
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HDCTX vs. OANMX - 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% | -2.33% |
OANMX Oakmark Fund Institutional Class | -4.10% | 14.38% | 16.28% | 31.21% | -13.18% | 34.87% | 13.09% | 27.35% | -12.62% | 15.96% |
Returns By Period
In the year-to-date period, HDCTX achieves a -2.29% return, which is significantly higher than OANMX's -4.10% 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%
OANMX
- 1D
- 0.40%
- 1M
- -5.35%
- YTD
- -4.10%
- 6M
- 0.55%
- 1Y
- 8.40%
- 3Y*
- 15.67%
- 5Y*
- 11.13%
- 10Y*
- —
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HDCTX vs. OANMX - Expense Ratio Comparison
HDCTX has a 1.17% expense ratio, which is higher than OANMX's 0.68% expense ratio.
Return for Risk
HDCTX vs. OANMX — Risk / Return Rank
HDCTX
OANMX
HDCTX vs. OANMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Equity Armor Fund (HDCTX) and Oakmark Fund Institutional Class (OANMX). 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 | OANMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.50 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.66 | 0.82 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.12 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 0.56 | +1.08 |
Martin ratioReturn relative to average drawdown | 4.43 | 2.22 | +2.20 |
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 | OANMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.50 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.61 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.58 | -0.22 |
Correlation
The correlation between HDCTX and OANMX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HDCTX vs. OANMX - Dividend Comparison
HDCTX's dividend yield for the trailing twelve months is around 0.12%, less than OANMX's 1.19% 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% |
OANMX Oakmark Fund Institutional Class | 1.19% | 1.14% | 1.34% | 1.22% | 1.17% | 1.94% | 0.33% | 8.53% | 8.37% | 0.66% | 0.00% | 0.00% |
Drawdowns
HDCTX vs. OANMX - Drawdown Comparison
The maximum HDCTX drawdown since its inception was -59.05%, which is greater than OANMX's maximum drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for HDCTX and OANMX.
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Drawdown Indicators
| HDCTX | OANMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -40.08% | -18.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -13.46% | +6.51% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -23.55% | +5.33% |
Max Drawdown (10Y)Largest decline over 10 years | -19.43% | — | — |
Current DrawdownCurrent decline from peak | -6.95% | -6.56% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -5.62% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.36% | -0.80% |
Volatility
HDCTX vs. OANMX - Volatility Comparison
The current volatility for Rational Equity Armor Fund (HDCTX) is 1.82%, while Oakmark Fund Institutional Class (OANMX) has a volatility of 3.70%. This indicates that HDCTX experiences smaller price fluctuations and is considered to be less risky than OANMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDCTX | OANMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 3.70% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 10.20% | -3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 18.73% | -7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 18.34% | -7.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 20.78% | -9.34% |