RTHSX Mutual Fund

RTHSX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+3.73%
3 Months
-1.48%
6 Months
-1.29%
YTD
+0.25%
1 Year
+0.48%
3 Years (annualized)
+5.92%
5 Years (annualized)
+0.32%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RTHSX 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)
+0.25%
Peer Avg (YTD)
-0.87%
vs Peers
+1.11%

RTHSX Mutual Fund Performance

RTHSX performance across multiple time periods: 1-month 3.73%, YTD 0.25%, 1-year 0.48%, 3-year 5.92%, 5-year 0.32%, 10-year 2.68%.

RTHSX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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