Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTHCX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS C) | 1.88% | 5.79% | 3.57% | -0.22% | 2.09% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTHCX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS C) | 06/02/2015 | 06/05/2026 |
| 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 (%) | 0.10 | 5.79 | 3.57 | -0.22 | 2.09 | NA | NA | … | … | 1.88 | 1.45 | 3.63 | 7.01 | -14.33 | 4.88 | 2.96 | 8.94 | 2.54 | 7.40 | 1.30 | 3.42 |
| Sharpe Ratio | NA | 0.97 | 0.14 | -0.52 | 0.09 | NA | NA | … | … | 0.60 | -0.20 | 0.00 | 0.67 | -2.68 | 2.84 | 0.27 | 4.55 | 0.68 | 3.77 | 0.40 | 3.91 |
| Standard Deviation(%) | NA | 2.88 | 5.42 | 5.17 | 5.04 | NA | NA | … | … | 3.12 | 7.23 | 3.89 | 5.08 | 5.91 | 1.71 | 10.14 | 1.64 | 1.72 | 1.79 | 2.69 | 1.49 |
| Draw Down(%) | NA | 2.82 | 7.73 | 19.64 | 19.64 | NA | NA | … | … | 2.82 | 6.77 | 2.86 | 7.81 | 19.12 | 2.27 | 16.37 | 1.18 | 2.47 | 1.01 | 6.67 | 1.00 |
| Yield(%) | 0.00 | 3.38 | 3.35 | 2.63 | 2.81 | 2.17 | 1.63 | … | … | 1.65 | 2.91 | 3.30 | 3.36 | 2.41 | 2.14 | 2.38 | 2.96 | 3.08 | 2.82 | 3.23 | 1.58 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RTHCX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS C) |
-3.98%
Oct 2019 – Oct 2022 |
-0.33%
Oct 2018 – Oct 2023 |
2.09%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTHCX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS C) |
6.84%
Feb 2017 – Feb 2020 |
5.33%
Nov 2016 – Nov 2021 |
2.54%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart