RERHX Mutual Fund

RERHX Mutual Fund

NAV$61.26
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Returns Overview

1 Month
-2.73%
3 Months
-0.41%
6 Months
+14.01%
YTD
+9.19%
1 Year
+15.80%
3 Years (annualized)
+17.25%
5 Years (annualized)
+5.46%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERHX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+8.68%
vs Peers
+0.51%

RERHX Mutual Fund Performance

RERHX performance across multiple time periods: 1-month -2.73%, YTD 9.19%, 1-year 15.80%, 3-year 17.25%, 5-year 5.46%, 10-year 9.28%.

RERHX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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