RHSAX Mutual Fund

NAV$9.41

Returns Overview

1 Month
+0.43%
3 Months
+29.79%
6 Months
+6.98%
YTD
+6.25%
1 Year
+27.89%
3 Years (annualized)
+13.15%
5 Years (annualized)
+6.54%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RHSAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+4.14%
vs Peers
+2.10%

RHSAX Mutual Fund Performance

RHSAX performance across multiple time periods: 1-month 0.43%, YTD 6.25%, 1-year 27.89%, 3-year 13.15%, 5-year 6.54%, 10-year 6.76%.

RHSAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

RHSAX performance comparison shows side-by-side returns with another fund. RHSAX alternatives are available in the Mutual Fund Screener.