RCHTX Mutual Fund

NAV$26.09

Returns Overview

1 Month
+0.47%
3 Months
+13.66%
6 Months
+10.23%
YTD
+9.43%
1 Year
+19.57%
3 Years (annualized)
+17.39%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RCHTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+7.64%
vs Peers
+1.79%

RCHTX Mutual Fund Performance

RCHTX performance across multiple time periods: 1-month 0.47%, YTD 9.43%, 1-year 19.57%, 3-year 17.39%, 5-year 9.06%, 10-year 11.58%.

RCHTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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