HSUTX vs. AAPL

In the year-to-date period, HSUTX achieves a -1.01% return, which is significantly higher than AAPL's -19.60% return. Over the past 10 years, HSUTX has underperformed AAPL with an annualized return of -3.81%, while AAPL has yielded a comparatively higher 21.31% annualized return.

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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.

The current HSUTX Sharpe Ratio is 0.67, which is higher than the AAPL Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of HSUTX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HSUTX has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.50%.

The maximum HSUTX drawdown since its inception was -80.92%, roughly equal to the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for HSUTX and AAPL.

The current volatility for Rational Dynamic Brands Fund (HSUTX) is 4.31%, while Apple Inc (AAPL) has a volatility of 9.61%. 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.