RSHRX Mutual Fund

NAV$11.02

Returns Overview

1 Month
+0.23%
3 Months
+2.35%
6 Months
+2.07%
YTD
+2.16%
1 Year
+5.79%
3 Years (annualized)
+8.42%
5 Years (annualized)
+3.59%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSHRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+3.23%
vs Peers
-1.07%

RSHRX Mutual Fund Performance

RSHRX performance across multiple time periods: 1-month 0.23%, YTD 2.16%, 1-year 5.79%, 3-year 8.42%, 5-year 3.59%, 10-year 5.08%.

RSHRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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