RBHEX Mutual Fund

RBHEX Mutual Fund

NAV$24.64
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Returns Overview

1 Month
-1.56%
3 Months
-1.72%
6 Months
+1.49%
YTD
+6.08%
1 Year
+8.20%
3 Years (annualized)
+19.43%
5 Years (annualized)
+7.66%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBHEX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+6.71%
vs Peers
-0.63%

RBHEX Mutual Fund Performance

RBHEX performance across multiple time periods: 1-month -1.56%, YTD 6.08%, 1-year 8.20%, 3-year 19.43%, 5-year 7.66%, 10-year 11.11%.

RBHEX returns trail the peer average of 6.71% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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