RHSIX Mutual Fund

NAV$9.35

Returns Overview

1 Month
+0.50%
3 Months
+30.08%
6 Months
+7.16%
YTD
+6.42%
1 Year
+28.16%
3 Years (annualized)
+13.44%
5 Years (annualized)
+7.90%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RHSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.42%
Peer Avg (YTD)
+4.14%
vs Peers
+2.28%

RHSIX Mutual Fund Performance

RHSIX performance across multiple time periods: 1-month 0.50%, YTD 6.42%, 1-year 28.16%, 3-year 13.44%, 5-year 7.90%, 10-year 7.77%.

RHSIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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