Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTHSX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS S) | 2.40% | 6.95% | 4.68% | 0.84% | 3.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTHSX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS S) | 06/02/2015 | 06/04/2026 |
| 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 (%) | 0.41 | 6.95 | 4.68 | 0.84 | 3.13 | NA | NA | … | … | 2.40 | 2.45 | 4.79 | 8.10 | -13.42 | 5.91 | 3.97 | 10.10 | 3.56 | 8.46 | 2.29 | 4.02 |
| Sharpe Ratio | NA | 1.36 | 0.34 | -0.32 | 0.30 | NA | NA | … | … | 0.94 | -0.06 | 0.30 | 0.89 | -2.54 | 3.47 | 0.37 | 5.41 | 1.31 | 4.10 | 0.75 | 4.60 |
| Standard Deviation(%) | NA | 2.91 | 5.40 | 5.14 | 5.02 | NA | NA | … | … | 3.12 | 7.20 | 3.90 | 5.03 | 5.86 | 1.70 | 10.11 | 1.60 | 1.67 | 1.91 | 2.78 | 1.50 |
| Draw Down(%) | NA | 2.62 | 7.58 | 18.62 | 18.62 | NA | NA | … | … | 2.62 | 6.67 | 2.75 | 7.58 | 18.45 | 2.11 | 16.19 | 1.08 | 2.23 | 0.93 | 6.59 | 0.90 |
| Yield(%) | 0.00 | 4.29 | 4.33 | 3.49 | 3.77 | 2.91 | 2.18 | … | … | 1.96 | 3.88 | 4.33 | 4.38 | 3.31 | 3.14 | 3.33 | 3.99 | 4.08 | 3.85 | 4.23 | 2.07 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RTHSX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS S) |
-2.97%
Oct 2019 – Oct 2022 |
0.70%
Oct 2018 – Oct 2023 |
3.14%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTHSX (TAX-EXEMPT HIGH YIELD BOND FUND CLASS S) |
7.88%
Feb 2017 – Feb 2020 |
6.38%
Nov 2016 – Nov 2021 |
3.59%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart