RCHTX

Mutual fund

$25.36 +$0.05 (+0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $22.20High $26.33

Has RCHTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RCHTX returned +10.9%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RCHTX
+10.9%
S&P 500
+16.6%
Largest decline 
RCHTX
9.2%
S&P 500
8.9%
Risk-adjusted return 
RCHTX
0.59
S&P 500
0.97
Downside risk-adjusted return 
RCHTX
0.87
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodRCHTXS&P 500
1 month -0.7% +0.6%
3 months +0.3% +3.4%
Year to date +8.1% +13.3%
1 year +10.9% +16.6%
3 years (annualized) +18.5% +23.1%

Volatility (1-year, annualized): 12.1% · Largest decline (max drawdown, since Oct 2021): 26.1%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer