RSHFX Mutual Fund

RSHFX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+0.16%
3 Months
+0.11%
6 Months
-1.94%
YTD
-1.99%
1 Year
+0.50%
3 Years (annualized)
+4.02%
5 Years (annualized)
+2.07%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSHFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+1.29%
vs Peers
-3.28%

RSHFX Mutual Fund Performance

RSHFX performance across multiple time periods: 1-month 0.16%, YTD -1.99%, 1-year 0.50%, 3-year 4.02%, 5-year 2.07%, 10-year 2.33%.

RSHFX returns trail the peer average of 1.29% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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