RSHCX Mutual Fund

RSHCX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-0.35%
3 Months
+4.64%
6 Months
+3.90%
YTD
+1.36%
1 Year
-1.33%
3 Years (annualized)
+4.27%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSHCX 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 High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+2.43%
vs Peers
-1.07%

RSHCX Mutual Fund Performance

RSHCX performance across multiple time periods: 1-month -0.35%, YTD 1.36%, 1-year -1.33%, 3-year 4.27%, 5-year 0.65%, 10-year 1.88%.

RSHCX returns trail the peer average of 2.43% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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