RFHTX Mutual Fund

RFHTX Mutual Fund

NAV$26.47
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Returns Overview

1 Month
-1.32%
3 Months
+3.39%
6 Months
+6.23%
YTD
+8.33%
1 Year
+17.92%
3 Years (annualized)
+16.53%
5 Years (annualized)
+9.30%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RFHTX 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
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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)
+8.33%
Peer Avg (YTD)
+6.99%
vs Peers
+1.34%

RFHTX Mutual Fund Performance

RFHTX performance across multiple time periods: 1-month -1.32%, YTD 8.33%, 1-year 17.92%, 3-year 16.53%, 5-year 9.30%, 10-year 11.77%.

RFHTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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