RTEHX Mutual Fund

RTEHX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.40%
3 Months
-2.40%
6 Months
-0.45%
YTD
-0.44%
1 Year
+0.62%
3 Years (annualized)
+8.22%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTEHX 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
PROUpgrade to run
🏦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 US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+0.50%
vs Peers
-0.94%

RTEHX Mutual Fund Performance

RTEHX performance across multiple time periods: 1-month -2.40%, YTD -0.44%, 1-year 0.62%, 3-year 8.22%, 5-year 4.05%, 10-year 5.23%.

RTEHX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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