RH Tactical Rotation ETF (RHRX) Performance
RHRX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.3% since Dec 31, 2025
- 1 year
- +17.7% total return
- 3 years
- +21.4% a year
- Since first price
- +8.4% a year since 2021
RHRX trailing returns vs SPY, QQQ, AGG
| Period | RHRX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.4% | +0.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.8% | +0.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.5% | +4.5% | +7.8% | +8.4% | −1.5% |
| YTD | +17.3% | +17.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.7% | +17.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +79.0%+21.4%/yr | +79.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 8, 2021 | +49.4%+8.4%/yr | +49.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: RHRX vs SPY
From Nov 8, 2021: RHRX grew to $14,942, SPY to $17,328.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RHRX returns by calendar year
3 of 4 full years positive. Best 2024 (+22.2%), worst 2022 (−20.1%). 2026 is year to date.
RHRX annual returns table
| Year | RHRX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.3% | −6.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +16.7% | −21.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +22.2% | −14.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.3% | −7.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −20.1% | −25.1% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
RHRX largest drawdowns
Now 4.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 29, 2021 | −25.3% | Oct 14, 2022 | May 15, 2024 | 9 months | 2.4 years |
| Feb 19, 2025 | −21.9% | Apr 8, 2025 | Jun 30, 2025 | 48 days | 4 months |
| Jul 16, 2024 | −14.1% | Aug 7, 2024 | Dec 4, 2024 | 22 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RHRX risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +21.0% | +9.2% |
| Volatility (annualized) | 12.8% | 15.8% |
| Sharpe ratio | 1.22 | 0.40 |
| Sortino ratio | 2.43 | 0.61 |
| Best month | +10.5% | +10.5% |
| Worst month | −6.3% | −9.8% |
| Best 12 months | +42.2% | +42.2% |
| Worst 12 months | +1.4% | −20.1% |
| Positive months | 67% | 59% |
| Beta vs S&P 500 | 0.89 | — |
| Correlation with S&P 500 | 0.86 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
RHRX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 48 | −20.1% | +15.7% | +42.2% | 83% |
| 3-year (a year) | 24 | +2.5% | +16.3% | +23.2% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
RHRX performance overview
RH Tactical Rotation ETF (RHRX) returned +17.7% over the past year, with distributions reinvested. Since its first recorded price in 2021 it has returned +8.4% a year, turning $10,000 into about $14,942. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.3%, from Dec 29, 2021 to Oct 14, 2022, and it took 1.6 years to get back to the old high. RHRX finished 3 of its 4 full calendar years with a gain; the best year was 2024 (+22.2%) and the worst 2022 (−20.1%). Volatility has been 15.8% a year.
Related: RHRX chart. See the RHRX overview for the latest quote and fund facts.
RHRX performance FAQ
What is the RHRX return over the past year?
RHRX returned +17.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.7%.
How much would $10,000 invested in RHRX be worth?
$10,000 invested in RHRX at its first recorded close on November 8, 2021 would be worth about $14,942 on October 23, 2026 with distributions reinvested.
What was the worst year for RHRX?
The worst calendar year was 2022, with a total return of −20.1%. The best was 2024 at +22.2%.
What is the biggest drawdown of RHRX?
The largest peak-to-trough decline was −25.3% between December 29, 2021 and October 14, 2022. It recovered to the old high on May 15, 2024, 1.6 years after the bottom.
How volatile is RHRX?
Over the past 3 years RHRX had an annualized volatility of 12.8% and a Sharpe ratio of 1.22 (excess return over 1–3 month T-bills per unit of risk).