RCHTX Mutual Fund

RCHTX Mutual Fund

NAV$25.62
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Returns Overview

1 Month
-1.89%
3 Months
-1.70%
6 Months
+11.73%
YTD
+7.57%
1 Year
+11.62%
3 Years (annualized)
+17.23%
5 Years (annualized)
+8.43%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCHTX 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)
+7.57%
Peer Avg (YTD)
+7.09%
vs Peers
+0.49%

RCHTX Mutual Fund Performance

RCHTX performance across multiple time periods: 1-month -1.89%, YTD 7.57%, 1-year 11.62%, 3-year 17.23%, 5-year 8.43%, 10-year 11.20%.

RCHTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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