RHBTX Mutual Fund

RHBTX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
-2.75%
3 Months
-2.02%
6 Months
+2.51%
YTD
+2.03%
1 Year
+4.42%
3 Years (annualized)
+10.70%
5 Years (annualized)
+5.24%
10 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RHBTX 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
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📉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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+7.09%
vs Peers
-5.06%

RHBTX Mutual Fund Performance

RHBTX performance across multiple time periods: 1-month -2.75%, YTD 2.03%, 1-year 4.42%, 3-year 10.70%, 5-year 5.24%, 10-year 6.64%.

RHBTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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