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RH Tactical Rotation ETF (RHRX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US85521B7753

Issuer

Adaptive

Inception Date

Sep 20, 2012

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

RHRX has a high expense ratio of 1.36%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

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RH Tactical Rotation ETF

Performance

Performance Chart


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S&P 500

Returns By Period

RH Tactical Rotation ETF (RHRX) returned -0.78% year-to-date (YTD) and 4.33% over the past 12 months.


RHRX

YTD

-0.78%

1M

5.87%

6M

-2.81%

1Y

4.33%

3Y*

6.90%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of RHRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.39%-3.40%-6.26%0.03%5.95%-0.78%
20243.02%6.59%2.78%-4.73%7.01%5.74%-2.11%0.11%2.20%-0.38%3.20%-2.46%22.21%
20232.00%-0.84%0.53%-0.66%-0.17%6.61%1.91%-1.32%-4.16%-1.23%3.72%3.89%10.28%
2022-6.22%-2.83%0.95%-8.50%3.64%-9.76%10.27%-4.12%-8.56%4.86%7.53%-6.83%-20.05%
2021-2.73%4.18%1.34%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RHRX is 25, meaning it’s performing worse than 75% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of RHRX is 2525
Overall Rank
The Sharpe Ratio Rank of RHRX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of RHRX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of RHRX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of RHRX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of RHRX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for RH Tactical Rotation ETF (RHRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

RH Tactical Rotation ETF Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.20
  • All Time: 0.11

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of RH Tactical Rotation ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


RH Tactical Rotation ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the RH Tactical Rotation ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the RH Tactical Rotation ETF was 25.33%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.

The current RH Tactical Rotation ETF drawdown is 5.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.33%Dec 30, 2021200Oct 14, 2022397May 15, 2024597
-21.9%Feb 20, 202534Apr 8, 2025
-14.15%Jul 17, 202416Aug 7, 202483Dec 4, 202499
-4.55%Dec 5, 202425Jan 13, 20256Jan 22, 202531
-4.01%Nov 17, 202110Dec 1, 202110Dec 15, 202120
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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