RBHTX Mutual Fund

RBHTX Mutual Fund

NAV$25.08
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Returns Overview

1 Month
-1.97%
3 Months
-1.81%
6 Months
+11.46%
YTD
+7.19%
1 Year
+11.08%
3 Years (annualized)
+16.72%
5 Years (annualized)
+7.95%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBHTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+7.09%
vs Peers
+0.11%

RBHTX Mutual Fund Performance

RBHTX performance across multiple time periods: 1-month -1.97%, YTD 7.19%, 1-year 11.08%, 3-year 16.72%, 5-year 7.95%, 10-year 10.71%.

RBHTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

RBHTX vs another fund shows side-by-side returns. RBHTX alternatives are available in the Mutual Fund Screener.