RH Tactical Outlook ETF (RHTX) Performance
RHTX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.9% since Dec 31, 2025
- 1 year
- +7.0% total return
- 3 years
- +14.6% a year
- Since first price
- +4.1% a year since 2021
RHTX trailing returns vs SPY, QQQ, AGG
| Period | RHTX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.9% | −2.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.7% | −0.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.5% | −1.5% | +7.8% | +8.4% | −1.5% |
| YTD | +3.9% | +3.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.0% | +7.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +50.6%+14.6%/yr | +50.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionNov 8, 2021 | +21.8%+4.1%/yr | +21.8% | — | — | — |
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: RHTX vs SPY
From Nov 8, 2021: RHTX grew to $12,182, SPY to $17,328.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RHTX returns by calendar year
3 of 4 full years positive. Best 2024 (+18.3%), worst 2022 (−19.7%). 2026 is year to date.
RHTX annual returns table
| Year | RHTX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +3.9% | −12.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.4% | −17.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.3% | −8.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +7.0% | −8.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.7% | −24.6% | −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.
RHTX largest drawdowns
Now 5.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 29, 2021 | −24.7% | Oct 14, 2022 | Sep 19, 2024 | 9 months | 2.7 years |
| Nov 25, 2024 | −18.7% | Apr 8, 2025 | Jul 10, 2025 | 4 months | 7 months |
| Jan 28, 2026 | −12.8% | Mar 30, 2026 | not yet | 2 months | 9 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RHTX risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +15.0% | +5.3% |
| Volatility (annualized) | 11.7% | 14.3% |
| Sharpe ratio | 0.89 | 0.17 |
| Sortino ratio | 1.39 | 0.24 |
| Best month | +6.9% | +8.9% |
| Worst month | −7.1% | −8.7% |
| Best 12 months | +28.8% | +28.8% |
| Worst 12 months | +3.4% | −19.7% |
| Positive months | 67% | 59% |
| Beta vs S&P 500 | 0.80 | — |
| Correlation with S&P 500 | 0.85 | — |
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.
RHTX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 48 | −19.7% | +9.8% | +28.8% | 83% |
| 3-year (a year) | 24 | +0.5% | +12.3% | +16.7% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
RHTX performance overview
RH Tactical Outlook ETF (RHTX) returned +7.0% over the past year, with distributions reinvested. Since its first recorded price in 2021 it has returned +4.1% a year, turning $10,000 into about $12,182. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −24.7%, from Dec 29, 2021 to Oct 14, 2022, and it took 1.9 years to get back to the old high. RHTX finished 3 of its 4 full calendar years with a gain; the best year was 2024 (+18.3%) and the worst 2022 (−19.7%). Volatility has been 14.3% a year.
Related: RHTX chart. See the RHTX overview for the latest quote and fund facts.
RHTX performance FAQ
What is the RHTX return over the past year?
RHTX returned +7.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.0%.
How much would $10,000 invested in RHTX be worth?
$10,000 invested in RHTX at its first recorded close on November 8, 2021 would be worth about $12,182 on October 23, 2026 with distributions reinvested.
What was the worst year for RHTX?
The worst calendar year was 2022, with a total return of −19.7%. The best was 2024 at +18.3%.
What is the biggest drawdown of RHTX?
The largest peak-to-trough decline was −24.7% between December 29, 2021 and October 14, 2022. It recovered to the old high on September 19, 2024, 1.9 years after the bottom.
How volatile is RHTX?
Over the past 3 years RHTX had an annualized volatility of 11.7% and a Sharpe ratio of 0.89 (excess return over 1–3 month T-bills per unit of risk).