RMHSX Mutual Fund

RMHSX Mutual Fund

NAV$7.26
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Returns Overview

1 Month
-4.68%
3 Months
-6.92%
6 Months
-6.28%
YTD
-6.39%
1 Year
-5.98%
3 Years (annualized)
+1.81%
5 Years (annualized)
-1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMHSX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-6.39%
Peer Avg (YTD)
+0.50%
vs Peers
-6.89%

RMHSX Mutual Fund Performance

RMHSX performance across multiple time periods: 1-month -4.68%, YTD -6.39%, 1-year -5.98%, 3-year 1.81%, 5-year -1.46%.

RMHSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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