RSHRX Mutual Fund

RSHRX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
+0.89%
3 Months
+0.82%
6 Months
+1.96%
YTD
+2.76%
1 Year
+4.69%
3 Years (annualized)
+8.03%
5 Years (annualized)
+3.53%
10 Years (annualized)
-10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSHRX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+2.15%
vs Peers
+0.60%

RSHRX Mutual Fund Performance

RSHRX performance across multiple time periods: 1-month 0.89%, YTD 2.76%, 1-year 4.69%, 3-year 8.03%, 5-year 3.53%, 10-year -10.09%.

RSHRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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