RSHMX Mutual Fund

RSHMX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-0.29%
3 Months
+4.85%
6 Months
+4.29%
YTD
+2.06%
1 Year
-0.58%
3 Years (annualized)
+5.00%
5 Years (annualized)
+1.37%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSHMX 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
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📉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)
+2.06%
Peer Avg (YTD)
+2.43%
vs Peers
-0.37%

RSHMX Mutual Fund Performance

RSHMX performance across multiple time periods: 1-month -0.29%, YTD 2.06%, 1-year -0.58%, 3-year 5.00%, 5-year 1.37%, 10-year 2.63%.

RSHMX returns trail the peer average of 2.43% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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