RTHSX Mutual Fund

RTHSX Mutual Fund

NAV$9.46
See how much of RTHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.80%
3 Months
+0.19%
6 Months
+1.02%
YTD
+1.75%
1 Year
+7.12%
3 Years (annualized)
+4.12%
5 Years (annualized)
+0.41%
10 Years (annualized)
+2.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+0.23%
vs Peers
+1.52%

RTHSX Mutual Fund Performance

RTHSX performance across multiple time periods: 1-month -1.80%, YTD 1.75%, 1-year 7.12%, 3-year 4.12%, 5-year 0.41%, 10-year 2.84%.

RTHSX returns outperform the peer average of 0.23% 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.