RHLTX Mutual Fund

NAV$22.01

Returns Overview

1 Month
+0.58%
3 Months
+15.33%
6 Months
+11.38%
YTD
+10.55%
1 Year
+21.48%
3 Years (annualized)
+18.40%
5 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RHLTX 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)
+10.55%
Peer Avg (YTD)
+7.64%
vs Peers
+2.91%

RHLTX Mutual Fund Performance

RHLTX performance across multiple time periods: 1-month 0.58%, YTD 10.55%, 1-year 21.48%, 3-year 18.40%, 5-year 9.61%.

RHLTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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