RBHHX Mutual Fund

RBHHX Mutual Fund

NAV$25.87
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Returns Overview

1 Month
-1.40%
3 Months
+3.13%
6 Months
+5.80%
YTD
+7.83%
1 Year
+16.96%
3 Years (annualized)
+15.15%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.75%

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)
+7.83%
Peer Avg (YTD)
+6.99%
vs Peers
+0.84%

RBHHX Mutual Fund Performance

RBHHX performance across multiple time periods: 1-month -1.40%, YTD 7.83%, 1-year 16.96%, 3-year 15.15%, 5-year 8.18%, 10-year 10.75%.

RBHHX 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.

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