RBHEX Mutual Fund

RBHEX Mutual Fund

NAV$24.88
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Returns Overview

1 Month
-1.53%
3 Months
+3.26%
6 Months
+5.93%
YTD
+7.94%
1 Year
+17.13%
3 Years (annualized)
+15.74%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBHEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+6.99%
vs Peers
+0.95%

RBHEX Mutual Fund Performance

RBHEX performance across multiple time periods: 1-month -1.53%, YTD 7.94%, 1-year 17.13%, 3-year 15.74%, 5-year 8.42%, 10-year 10.97%.

RBHEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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