RERHX Mutual Fund

NAV$62.33

Returns Overview

1 Month
-0.40%
3 Months
-0.95%
6 Months
-1.69%
YTD
+2.53%
1 Year
+23.53%
3 Years (annualized)
+14.33%
5 Years (annualized)
+4.53%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+8.97%
vs Peers
-6.44%

RERHX Mutual Fund Performance

RERHX performance across multiple time periods: 1-month -0.40%, YTD 2.53%, 1-year 23.53%, 3-year 14.33%, 5-year 4.53%, 10-year 9.31%.

RERHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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