RHETX Mutual Fund

RHETX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
+0.97%
3 Months
+0.66%
6 Months
+3.23%
YTD
+6.16%
1 Year
+11.09%
3 Years (annualized)
+13.03%
5 Years (annualized)
+6.35%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RHETX 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)
+6.16%
Peer Avg (YTD)
+8.76%
vs Peers
-2.60%

RHETX Mutual Fund Performance

RHETX performance across multiple time periods: 1-month 0.97%, YTD 6.16%, 1-year 11.09%, 3-year 13.03%, 5-year 6.35%, 10-year 9.01%.

RHETX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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