RHATX

Mutual fund

$12.58 -$0.04 (-0.32%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.05High $13.03

Has RHATX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RHATX returned +4.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RHATX
+4.8%
S&P 500
+16.6%
Largest decline 
RHATX
4.4%
S&P 500
8.9%
Risk-adjusted return 
RHATX
0.20
S&P 500
0.97
Downside risk-adjusted return 
RHATX
0.28
S&P 500
1.43

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

How are your investments doing?

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Returns by period

PeriodRHATXS&P 500
1 month 0.0% +0.6%
3 months -0.7% +3.4%
Year to date +3.4% +13.3%
1 year +4.8% +16.6%
3 years (annualized) +11.1% +23.1%

Volatility (1-year, annualized): 5.1% · Largest decline (max drawdown, since Oct 2021): 14.8%

How are your investments doing?

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