RHTX vs HOLD

Comparison between RH TACTICAL OUTLOOK ETF (RHTX, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).

5-Year PerformanceRHTX has outperformed HOLD, delivering a return of +4.7% compared to -18.5%

RHTX vs HOLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RHTX(ETF)	HOLD(ETF)
Net Assets	$8M	$8M
Expense Ratio	1.51%	N/A
Max Drawdown	24.68%	70.46%
Sharpe Ratio	0.78	-0.81
5Y Beta	0.91	0.74
5Y Dividends CAGR	N/A	7.97%

Net Assets

RHTX

$8M

HOLD

$8M

Expense Ratio

RHTX

1.51%

HOLD

N/A

Max Drawdown

Winner

RHTX

24.68%

HOLD

70.46%

Sharpe Ratio

Winner

RHTX

0.78

HOLD

-0.81

5Y Beta

RHTX

0.91

Winner

HOLD

0.74

5Y Dividends CAGR

RHTX

N/A

HOLD

7.97%

RHTX vs HOLD - Historical Returns

Returns include dividend reinvestment.

Period	RHTX	HOLD
1 month	-1.04%	-2.23%
3 months	+0.68%	+1.06%
6 months	-0.13%	+4.14%
1 year	+15.92%	+15.29%
5 years(CAGR)	+4.69%	-18.47%
10 years(CAGR)	N/A	-9.07%
Max(CAGR)	+4.69%	-7.24%

Winner

RHTX

-1.04%

HOLD

-2.23%

RHTX

+0.68%

Winner

HOLD

+1.06%

RHTX

-0.13%

Winner

HOLD

+4.14%

Winner

RHTX

+15.92%

HOLD

+15.29%

5Y(CAGR)

Winner

RHTX

+4.69%

HOLD

-18.47%

10Y(CAGR)

RHTX

N/A

HOLD

-9.07%

Max(CAGR)

Winner

RHTX

+4.69%

HOLD

-7.24%

RHTX vs HOLD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	RHTX	HOLD
2026	+5.16%	+5.73%
2025	+15.65%	+8.52%
2024	+18.81%	N/A
2023	+7.26%	+1.16%
2022	-19.97%	+0.40%
2021	-0.03%	+0.15%
2020	N/A	+0.69%
2019	N/A	+3.06%
2018	N/A	+1.82%
2017	N/A	+1.30%
2016	N/A	+1.34%
2015	N/A	+0.16%
2014	N/A	-0.21%

RHTX vs HOLD Drawdown Comparison

The maximum drawdown for RHTX was -24.68%, occurring on Oct 14, 2022. Recovery took 684 trading sessions.

The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.

The current RHTX drawdown is -3.93%. The current HOLD drawdown is -64.67%.

Rank	RHTX	HOLD
#1	-24.68% Dec 29, 2021 - Sep 19, 2024	-69.65% Mar 23, 2023 - Aug 20, 2025
#2	-18.73% Nov 25, 2024 - Jul 10, 2025	-5.23% Feb 25, 2020 - Dec 31, 2020
#3	-12.77% Jan 28, 2026 - Mar 30, 2026	-1.59% Jul 23, 2021 - Jan 12, 2023
#4	-5.04% Oct 2, 2025 - Dec 3, 2025	-0.54% Oct 28, 2014 - Jul 20, 2015
#5	-4.89% Nov 16, 2021 - Dec 27, 2021	-0.49% Jul 20, 2015 - Mar 29, 2016
#6	-3.12% Nov 11, 2024 - Nov 25, 2024	-0.37% Dec 31, 2020 - Jul 23, 2021
#7	-2.85% Jul 23, 2025 - Aug 13, 2025	-0.35% Jul 7, 2016 - Oct 12, 2016
#8	-2.59% Oct 18, 2024 - Nov 6, 2024	-0.34% Apr 13, 2018 - May 25, 2018
#9	-2.44% Dec 26, 2025 - Jan 6, 2026	-0.28% May 17, 2017 - Jun 29, 2017
#10	-1.74% Aug 13, 2025 - Aug 22, 2025	-0.28% Feb 2, 2023 - Feb 17, 2023
#11	-1.74% Dec 11, 2025 - Dec 22, 2025	-0.24% Jan 11, 2017 - Feb 10, 2017
#12	-1.39% Sep 22, 2025 - Sep 30, 2025	-0.24% Aug 5, 2014 - Sep 25, 2014
#13	-1.17% Aug 28, 2025 - Sep 4, 2025	-0.21% Mar 14, 2023 - Mar 16, 2023
#14	-1.03% Jul 10, 2025 - Jul 17, 2025	-0.21% Mar 16, 2023 - Mar 20, 2023
#15	-1.01% Nov 8, 2021 - Nov 16, 2021	-0.21% Feb 20, 2019 - Feb 25, 2019

Correlation

Correlation between RHTX and HOLD is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101