HDCAX Performance & Returns | Rational Equity Armor Fund A

Rational Equity Armor Fund A (HDCAX)

8.15 +0.00 (+0.00%) USD | Jan 22

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

YTD

Rational Equity Armor Fund A

5.65%

10.72%

20.74%

9.45%

-3.60%

5.89%

-2.24%

-12.22%

11.03%

15.74%

2.52%

S&P 500 Total Return

2.11%

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

2.36%

Madison Dividend Income A

1.48%

10.59%

30.27%

8.54%

-0.18%

12.51%

19.63%

-0.95%

24.85%

6.05%

0.48%

MassMutual Select Diversified Value A

0.83%

17.23%

33.78%

11.27%

-3.68%

12.77%

18.45%

-8.61%

25.65%

-1.13%

3.37%

EquityCompass Quality Dividend A

13.67%

-3.84%

13.17%

13.76%

-5.63%

22.93%

-2.77%

2.63%

Integrity Dividend Harvest A

23.88%

11.42%

1.12%

20.93%

11.10%

-5.26%

22.94%

-1.28%

0.36%

As of January 22, 2021.

Periodic Total Returns Versus Peers

Name

10Y

15Y

20Y

Rational Equity Armor Fund A

3.78%

8.20%

6.51%

13.26%

4.15%

4.79%

5.80%

4.37%

5.46%

S&P 500 Total Return

4.30%

11.69%

18.24%

17.77%

12.84%

17.35%

13.91%

9.97%

7.50%

10.27%

Madison Dividend Income A

2.44%

8.26%

13.53%

5.08%

7.72%

13.34%

10.75%

8.49%

6.78%

8.09%

MassMutual Select Diversified Value A

5.53%

15.56%

19.17%

1.59%

3.52%

11.26%

9.96%

6.11%

6.72%

EquityCompass Quality Dividend A

4.25%

14.17%

17.78%

-1.13%

3.80%

9.30%

7.70%

Integrity Dividend Harvest A

2.39%

7.96%

9.68%

-2.08%

4.23%

9.62%

9.59%

As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of December 31, 2020