RBHHX Mutual Fund

RBHHX Mutual Fund

NAV$25.70
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Returns Overview

1 Month
+1.62%
3 Months
+0.63%
6 Months
+6.32%
YTD
+9.57%
1 Year
+16.56%
3 Years (annualized)
+16.65%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBHHX 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)
+9.57%
Peer Avg (YTD)
+8.76%
vs Peers
+0.82%

RBHHX Mutual Fund Performance

RBHHX performance across multiple time periods: 1-month 1.62%, YTD 9.57%, 1-year 16.56%, 3-year 16.65%, 5-year 8.03%, 10-year 10.91%.

RBHHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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