RBHEX Mutual Fund

NAV$25.70

Returns Overview

1 Month
+0.51%
3 Months
+14.15%
6 Months
+10.43%
YTD
+9.62%
1 Year
+19.75%
3 Years (annualized)
+17.35%
5 Years (annualized)
+8.86%
10 Years (annualized)
+11.49%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+7.64%
vs Peers
+1.98%

RBHEX Mutual Fund Performance

RBHEX performance across multiple time periods: 1-month 0.51%, YTD 9.62%, 1-year 19.75%, 3-year 17.35%, 5-year 8.86%, 10-year 11.49%.

RBHEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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