RTHCX Mutual Fund

RTHCX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+3.77%
3 Months
-1.74%
6 Months
-1.70%
YTD
-0.59%
1 Year
-0.50%
3 Years (annualized)
+4.89%
5 Years (annualized)
-0.71%
10 Years (annualized)
+1.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTHCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
-0.87%
vs Peers
+0.28%

RTHCX Mutual Fund Performance

RTHCX performance across multiple time periods: 1-month 3.77%, YTD -0.59%, 1-year -0.50%, 3-year 4.89%, 5-year -0.71%, 10-year 1.64%.

RTHCX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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