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Nasdaq - Delayed Quote USD

Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund (NUXAX)

6.58
0.00
(0.00%)
At close: December 22 at 8:00:38 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 5.30%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Feb 4, 2019) 24.14%
Worst 1Y Total Return (Feb 4, 2019) 24.14%
Best 3Y Total Return 24.14%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NUXAX
Category
YTD
-46.37%
11.35%
1-Month
-6.26%
0.99%
3-Month
-12.42%
5.92%
1-Year
-46.55%
32.83%
3-Year
0.00%
11.75%
5-Year
0.00%
11.53%
10-Year
0.00%
8.98%
Last Bull Market
0.00%
17.67%
Last Bear Market
0.00%
-15.71%

Annual Total Return (%) History

Year
NUXAX
Category
2020
--
13.51%
2019
24.14%
21.35%
2018
--
-7.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -32.22% -4.09% -2.81% --
2019 8.73% 2.66% 9.06% 1.98%
2018 3.43% 13.31% -5.71% --

Rank in Category (By Total Return)

YTD 100
1-Month 100
3-Month 100
1-Year 100
3-Year --
5-Year --

Load Adjusted Returns

1-Year -48.92%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 5.30%
5y Average Return 0.00%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Rational Funds
Net Assets 11.81M
YTD Return -46.37%
Yield 0.61%
Morningstar Rating --
Inception Date Feb 28, 2018

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in a portfolio of equity securities in combination with long and short positions in commodities and financial futures. Its investments in the Futures Component will result in economic leverage, which means the sum of the fund’s investment exposures through the Futures Component may significantly exceed the amount of assets invested in the Futures Component, although these exposures may vary over time. The fund is non-diversified.

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