RTHSX Mutual Fund

RTHSX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
+1.50%
3 Months
+3.63%
6 Months
+3.72%
YTD
+3.61%
1 Year
+7.42%
3 Years (annualized)
+4.72%
5 Years (annualized)
+0.83%
10 Years (annualized)
+2.99%

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)
+3.61%
Peer Avg (YTD)
+1.79%
vs Peers
+1.83%

RTHSX Mutual Fund Performance

RTHSX performance across multiple time periods: 1-month 1.50%, YTD 3.61%, 1-year 7.42%, 3-year 4.72%, 5-year 0.83%, 10-year 2.99%.

RTHSX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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