Rational Strategic Allocation Fund Manager Performance Evaluation
| RHSCX Fund | USD 7.57 -0.34 -4.30% |
The fund owns a Beta (Systematic Risk) of 1.58, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Rational Strategic will likely underperform.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Rational Strategic Allocation generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong fundamental indicators, Rational Strategic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Rational |
Rational Strategic Relative Risk vs. Return Landscape
If you would invest 780.00 in Rational Strategic Allocation on December 10, 2025 and sell it today you would lose -23.00 from holding Rational Strategic Allocation or give up 2.95% of portfolio value over 90 days. Rational Strategic Allocation is currently producing negative expected returns and takes up 2.2192% volatility of returns over 90 trading days. Put another way, 19% of traded mutual funds are less volatile than Rational, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rational Strategic Current Valuation
Undervalued
Today
Please note that Rational Strategic's price fluctuation is Stable at this time. At this time, Rational Strategic appears to be undervalued. Rational Strategic has a latest Real Value of $7.75 per share. The latest price of the fund is $7.57. We determine the value of Rational Strategic from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend taking in undervalued mutual funds and trading overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will draw towards each other.
Since Rational Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rational Mutual Fund. However, Rational Strategic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.57 | Real 7.75 | Hype 7.57 | Naive 7.25 |
The intrinsic value of Rational Strategic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as.
Understanding the potential upside and downside for Rational Strategic Allocation is essential before adding it to a portfolio. The fair value of Rational mutual fund is influenced by both quantitative metrics and market sentiment.Rational Strategic Target Price Odds to finish over Current Price
The tendency of Rational Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 7.57 | 90 days | 7.57 | about 98.0 |
Based on a normal probability distribution, the odds of Rational Strategic to move above the current price in 90 days from now is about 98.0 (This Rational Strategic Allocation probability density function shows the probability of Rational Mutual Fund to fall within a particular range of prices over 90 days) .
Rational Strategic Price Density |
| Price |
Predictive Modules for Rational Strategic
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Rational Strategic. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.The concept of mean reversion suggests that Rational Strategic's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Rational Strategic Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Rational Strategic is not an exception. The market had few large corrections towards the Rational Strategic's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Rational Strategic Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Rational Strategic within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 1.58 | |
σ | Overall volatility | 0.38 | |
Ir | Information ratio | 0.02 |
Rational Strategic Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Rational Strategic for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Rational Strategic can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Rational Strategic generated a negative expected return over the last 90 days | |
| The fund maintains about 33.17% of its assets in cash |
Rational Strategic Fundamentals Growth
Rational Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rational Strategic, and Rational Strategic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Rational Mutual Fund performance.
| Total Asset | 8.81 M | |||
Rational Strategic Performance and Risk-Adjusted Returns
Rational Strategic performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers. We assess how Rational Strategic aligns with strategic allocation principles over extended horizons.
Methodology
Unless otherwise specified, data for Rational Strategic Allocation is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Rational (USA Stocks:RHSCX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Return metrics, performance scores, and risk-adjusted figures shown here are computed from historical price series.
Assumptions
Macroaxis analytics incorporate public fund disclosures, holdings reports, and market data feeds and official disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Data harmonization may result in minor timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Rational Strategic Allocation may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Things to note about Rational Strategic performance evaluation
Automated alerts tied to Rational Strategic Allocation help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Rational Strategic generated a negative expected return over the last 90 days | |
| The fund maintains about 33.17% of its assets in cash |
- Analyzing Rational Strategic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Rational Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Rational Strategic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Rational Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rational Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rational Strategic's mutual fund. These opinions can provide insight into Rational Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Resources for Rational Mutual Fund Analysis
Other Information on Investing in Rational Mutual Fund
Rational Strategic financial ratios help frame valuation context across profits, cash flow, and enterprise value. They help compare Rational across valuation measures.
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