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.
Key characteristics
| HSUTX | AAPL | |
|---|---|---|
| YTD Return | 15.73% | 13.03% |
| 1Y Return | 30.11% | 22.44% |
| 3Y Return (Ann) | 1.94% | 14.77% |
| 5Y Return (Ann) | 14.02% | 32.43% |
| 10Y Return (Ann) | -7.23% | 25.54% |
| Sharpe Ratio | 1.74 | 1.11 |
| Daily Std Dev | 17.16% | 22.13% |
| Max Drawdown | -85.97% | -81.80% |
| Current Drawdown | -54.98% | -7.57% |
Correlation
The correlation between HSUTX and AAPL is 0.55, 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
In the year-to-date period, HSUTX achieves a 15.73% return, which is significantly higher than AAPL's 13.03% return. Over the past 10 years, HSUTX has underperformed AAPL with an annualized return of -7.23%, while AAPL has yielded a comparatively higher 25.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSUTX Rational Dynamic Brands Fund | 0.00% | 0.00% | 5.47% | 8.32% | 12.02% | 0.33% | 2.73% | 24.32% | 33.46% | 1.71% | 0.08% | 0.03% |
AAPL Apple Inc | 0.45% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
HSUTX vs. AAPL - Drawdown Comparison
The maximum HSUTX drawdown since its inception was -85.97%, 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
Rational Dynamic Brands Fund (HSUTX) and Apple Inc (AAPL) have volatilities of 4.71% and 4.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.