REHTX Mutual Fund

REHTX Mutual Fund

NAV$26.54
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Returns Overview

1 Month
-1.86%
3 Months
-1.53%
6 Months
+12.04%
YTD
+8.04%
1 Year
+12.25%
3 Years (annualized)
+18.16%
5 Years (annualized)
+9.21%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REHTX 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)
+8.04%
Peer Avg (YTD)
+7.09%
vs Peers
+0.96%

REHTX Mutual Fund Performance

REHTX performance across multiple time periods: 1-month -1.86%, YTD 8.04%, 1-year 12.25%, 3-year 18.16%, 5-year 9.21%, 10-year 11.94%.

REHTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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