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RH Tactical Rotation ETF
RHRX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 15, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +1.30% | -0.65% | +17.77% | +18.80% | +77.08% | +57.62% |
| Flows | +$7M | +$21M | +$38M | +$37M | +$29M | +$25M |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Adaptive Investments |
| N° of holdings | 527 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | September 20, 2012 |
| ESG | No |
More data and info about RHRX on Trackinsight
Exposure
Data as of August 31, 2026Diversification
Total weight of top 15 holdings out of 527
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.07% | +13.94% | +16.50% | +17.74% |
Max drawdown | -4.55% | -6.93% | -20.52% | -25.39% |
Max drawdown duration | 63d | 89d | 160d | 869d |
Time to recover | N/A | 68d | 86d | 579d |
What type of ETF is RHRX?
RHRX is a Active ETF that provides exposure to Equity assets. It is managed by Adaptive Investments.
What does RHRX invest in?
This ETF provides exposure to Other Equities. It is part of the segment: Uncategorized Equities.
What is the expense ratio of RHRX?
The total expense ratio (TER) of RHRX is 2.39%, representing the annual fee charged by the fund manager.
When was RHRX launched?
RHRX was launched on September 20, 2012, marking its entry into the ETF market.
Who is the issuer of RHRX?
RHRX is issued by Adaptive Investments.
What is the AUM of RHRX?
As of October 15, 2026, RHRX manages $57.77 M, reflecting the total assets held in the fund.
How has RHRX performed recently?
As of October 15, 2026, RHRX delivered a return of 1.3% over the past month (1M performance), -0.65% over the past three months (3M), and 17.77% year-to-date (YTD).
What are the recent fund flows for RHRX?
As of October 15, 2026, RHRX has seen net flows of +$7M in the past month (1M flow) and +$38M year-to-date (YTD).
How many holdings are in RHRX
As of August 31, 2026, RHRX holds 527 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is RHRX?
As of August 31, 2026, RHRX holds 527 securities, with 29.44% of its assets concentrated in its top 15 holdings.
What are the top holdings of RHRX?
As of August 31, 2026, RHRX holds a portfolio of 527 underlyings, with its largest positions including NVIDIA Corp., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does RHRX invest in?
As of August 31, 2026, RHRX has its largest geographic exposures in USA.
What sectors or themes does RHRX focus on?
As of August 31, 2026, RHRX is primarily exposed to Technology, Finance and Industrials.
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