RBHHX Mutual Fund

RBHHX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-1.27%
3 Months
-1.58%
6 Months
+1.51%
YTD
+6.13%
1 Year
+8.24%
3 Years (annualized)
+18.06%
5 Years (annualized)
+7.07%
10 Years (annualized)
+10.70%

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)
+6.13%
Peer Avg (YTD)
+6.70%
vs Peers
-0.57%

RBHHX Mutual Fund Performance

RBHHX performance across multiple time periods: 1-month -1.27%, YTD 6.13%, 1-year 8.24%, 3-year 18.06%, 5-year 7.07%, 10-year 10.70%.

RBHHX returns trail the peer average of 6.70% 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.