RILHX Mutual Fund

RILHX Mutual Fund

NAV$9.22
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Returns Overview

1 Month
+3.06%
3 Months
+0.64%
6 Months
-0.63%
YTD
+0.43%
1 Year
+0.16%
3 Years (annualized)
+4.73%
5 Years (annualized)
-0.11%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RILHX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+2.28%
vs Peers
-1.86%

RILHX Mutual Fund Performance

RILHX performance across multiple time periods: 1-month 3.06%, YTD 0.43%, 1-year 0.16%, 3-year 4.73%, 5-year -0.11%, 10-year 2.29%.

RILHX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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