HSUTX vs. AAPL
Compare and contrast key facts about Rational Dynamic Brands Fund (HSUTX) and Apple Inc (AAPL).
HSUTX is managed by Rational Funds. It was launched on Sep 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSUTX or AAPL.
Correlation
The correlation between HSUTX and AAPL is 0.54, 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.
Performance
HSUTX vs. AAPL - Performance Comparison
Key characteristics
HSUTX:
1.62
AAPL:
1.38
HSUTX:
2.18
AAPL:
1.98
HSUTX:
1.29
AAPL:
1.25
HSUTX:
0.32
AAPL:
1.98
HSUTX:
8.47
AAPL:
5.95
HSUTX:
3.11%
AAPL:
5.52%
HSUTX:
16.23%
AAPL:
23.88%
HSUTX:
-88.58%
AAPL:
-81.80%
HSUTX:
-75.49%
AAPL:
-5.46%
Returns By Period
In the year-to-date period, HSUTX achieves a 7.14% return, which is significantly higher than AAPL's -2.22% return. Over the past 10 years, HSUTX has underperformed AAPL with an annualized return of -10.02%, while AAPL has yielded a comparatively higher 23.98% annualized return.
HSUTX
7.14%
4.90%
20.76%
23.96%
8.66%
-10.02%
AAPL
-2.22%
6.47%
8.44%
34.80%
25.96%
23.98%
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Risk-Adjusted Performance
HSUTX vs. AAPL — Risk-Adjusted Performance Rank
HSUTX
AAPL
HSUTX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Dynamic Brands Fund (HSUTX) and Apple Inc (AAPL). 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.
Dividends
HSUTX vs. AAPL - Dividend Comparison
HSUTX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSUTX Rational Dynamic Brands Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.43% | 1.48% | 1.71% | 0.08% |
AAPL Apple Inc | 0.41% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
HSUTX vs. AAPL - Drawdown Comparison
The maximum HSUTX drawdown since its inception was -88.58%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for HSUTX and AAPL. For additional features, visit the drawdowns tool.
Volatility
HSUTX vs. AAPL - Volatility Comparison
The current volatility for Rational Dynamic Brands Fund (HSUTX) is 3.25%, while Apple Inc (AAPL) has a volatility of 9.59%. This indicates that HSUTX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.