RMHSX Mutual Fund

RMHSX Mutual Fund

NAV$7.42
See how much of RMHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.26%
3 Months
-0.35%
6 Months
-2.27%
YTD
-2.78%
1 Year
-3.39%
3 Years (annualized)
+4.28%
5 Years (annualized)
-1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMHSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
-2.78%
Peer Avg (YTD)
+1.93%
vs Peers
-4.71%

RMHSX Mutual Fund Performance

RMHSX performance across multiple time periods: 1-month 4.26%, YTD -2.78%, 1-year -3.39%, 3-year 4.28%, 5-year -1.46%.

RMHSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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