RSHRX

Mutual fund

$10.62 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.59High $11.22

Has RSHRX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RSHRX returned +1.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RSHRX
+1.3%
S&P 500
+16.6%
Largest decline 
RSHRX
3.4%
S&P 500
8.9%
Risk-adjusted return 
RSHRX
-0.67
S&P 500
0.98
Downside risk-adjusted return 
RSHRX
-1.00
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.

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

Returns by period

PeriodRSHRXS&P 500
1 month -1.6% +0.6%
3 months -2.4% +3.4%
Year to date -0.5% +13.3%
1 year +1.3% +16.6%
3 years (annualized) +7.6% +23.1%

Volatility (1-year, annualized): 3.7% · Largest decline (max drawdown, since Oct 2021): 15.0%

How are your investments doing?

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

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

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