Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTHAX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS A) | 2.21% | 6.73% | 4.34% | 0.58% | 2.86% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTHAX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS A) | 06/02/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 6.73 | 4.34 | 0.58 | 2.86 | NA | NA | … | … | 2.21 | 2.12 | 4.48 | 7.77 | -13.61 | 5.56 | 3.83 | 9.84 | 3.20 | 8.19 | 2.05 | 3.86 |
| Sharpe Ratio | NA | 1.25 | 0.29 | -0.38 | 0.24 | NA | NA | … | … | 0.86 | -0.11 | 0.22 | 0.83 | -2.56 | 1.74 | 0.35 | 5.24 | 1.07 | 4.09 | 0.66 | 4.48 |
| Standard Deviation(%) | NA | 2.87 | 5.34 | 5.11 | 5.08 | NA | NA | … | … | 3.16 | 7.09 | 3.86 | 5.01 | 5.90 | 3.18 | 10.11 | 1.60 | 1.70 | 1.85 | 2.76 | 1.48 |
| Draw Down(%) | NA | 2.74 | 7.56 | 18.87 | 18.87 | NA | NA | … | … | 2.74 | 6.69 | 2.69 | 7.56 | 18.66 | 2.32 | 16.29 | 1.09 | 2.39 | 0.86 | 6.55 | 0.90 |
| Yield(%) | 0.00 | 4.36 | 4.03 | 3.24 | 3.51 | 2.71 | 2.03 | … | … | 1.88 | 3.55 | 4.03 | 4.08 | 3.03 | 2.87 | 3.11 | 3.73 | 3.82 | 3.59 | 3.98 | 1.91 |
Data as of 06/03/2026, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTHAX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS A) |
-3.22%
Oct 2019 – Oct 2022 |
0.45%
Oct 2018 – Oct 2023 |
2.85%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTHAX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS A) |
7.66%
Feb 2017 – Feb 2020 |
6.12%
Nov 2016 – Nov 2021 |
3.31%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart