RH Tactical Rotation ETF (RHRX)
RHRX is an actively managed ETF by Adaptive. RHRX launched on Sep 20, 2012 and has a 1.36% expense ratio.
ETF Info
| ISIN | US85521B7753 |
|---|---|
| Issuer | Adaptive |
| Inception Date | Sep 20, 2012 |
| Category | Tactical Allocation |
| 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 higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in RH Tactical Rotation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
RH Tactical Rotation ETF had a return of 19.23% year-to-date (YTD) and 21.61% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.23% | 18.42% |
| 1 month | 0.11% | 2.28% |
| 6 months | 6.66% | 9.95% |
| 1 year | 21.61% | 25.31% |
| 5 years (annualized) | N/A | 14.08% |
| 10 years (annualized) | N/A | 10.95% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.02% | 6.59% | 2.78% | -4.73% | 7.01% | 5.74% | -2.11% | 19.23% | |||||
| 2023 | 2.00% | -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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RHRX is 54, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
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.
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 5.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.33% | Dec 30, 2021 | 200 | Oct 14, 2022 | 397 | May 15, 2024 | 597 |
| -14.15% | Jul 17, 2024 | 16 | Aug 7, 2024 | — | — | — |
| -4.01% | Nov 17, 2021 | 10 | Dec 1, 2021 | 10 | Dec 15, 2021 | 20 |
| -3.07% | Dec 16, 2021 | 3 | Dec 20, 2021 | 3 | Dec 23, 2021 | 6 |
| -2.29% | Jun 20, 2024 | 3 | Jun 24, 2024 | 7 | Jul 3, 2024 | 10 |
Volatility
Volatility Chart
The current RH Tactical Rotation ETF volatility is 6.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.