RBHTX Mutual Fund

RBHTX Mutual Fund

NAV$24.60
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Returns Overview

1 Month
-1.29%
3 Months
-1.68%
6 Months
+1.36%
YTD
+5.81%
1 Year
+7.91%
3 Years (annualized)
+18.14%
5 Years (annualized)
+6.98%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBHTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+14.77%
vs Peers
-8.96%

RBHTX Mutual Fund Performance

RBHTX performance across multiple time periods: 1-month -1.29%, YTD 5.81%, 1-year 7.91%, 3-year 18.14%, 5-year 6.98%, 10-year 10.48%.

RBHTX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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