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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 higher-than-average management fees.


Expense ratio chart for RHRX: current value at 1.36% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.36%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
7.85%
9.31%
RHRX (RH Tactical Rotation ETF)
Benchmark (^GSPC)

Returns By Period

RH Tactical Rotation ETF had a return of 5.45% year-to-date (YTD) and 21.20% in the last 12 months.


RHRX

YTD

5.45%

1M

2.08%

6M

7.85%

1Y

21.20%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*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%5.45%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RHRX is 46, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of RHRX is 4646
Overall Rank
The Sharpe Ratio Rank of RHRX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of RHRX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of RHRX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of RHRX is 5050
Calmar Ratio Rank
The Martin Ratio Rank of RHRX is 4848
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.


Sharpe ratio
The chart of Sharpe ratio for RHRX, currently valued at 1.13, compared to the broader market0.002.004.001.131.74
The chart of Sortino ratio for RHRX, currently valued at 1.55, compared to the broader market-2.000.002.004.006.008.0010.0012.001.552.35
The chart of Omega ratio for RHRX, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.001.221.32
The chart of Calmar ratio for RHRX, currently valued at 1.35, compared to the broader market0.005.0010.0015.001.352.61
The chart of Martin ratio for RHRX, currently valued at 4.84, compared to the broader market0.0020.0040.0060.0080.00100.004.8410.66
RHRX
^GSPC

The current RH Tactical Rotation ETF Sharpe ratio is 1.13. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of RH Tactical Rotation ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.13
1.74
RHRX (RH Tactical Rotation ETF)
Benchmark (^GSPC)

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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February00
RHRX (RH Tactical Rotation ETF)
Benchmark (^GSPC)

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.33%Dec 30, 2021200Oct 14, 2022397May 15, 2024597
-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
-3.07%Dec 16, 20213Dec 20, 20213Dec 23, 20216

Volatility

Volatility Chart

The current RH Tactical Rotation ETF volatility is 4.18%, 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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
4.18%
3.07%
RHRX (RH Tactical Rotation ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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