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RH Tactical Rotation ETF(RHRX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RHRX
11/13/2026: RHRX (3-star) is currently NOT-A-BUY. Pass it for now.
RHRX is an actively managed ETF that rotates assets between various categories, such as equities and fixed income, using a quantitative trend-following strategy. Its primary strength lies in its attempt to systematically navigate market volatility and reduce downside risk by shifting allocations when market signals weaken. The fund serves as a tactical satellite component for a diversified portfolio, aimed at investors who prefer rule-based active management over passive indexing. Key risks include model-based performance variability, higher expense ratios compared to passive funds, and potential 'whipsaw' risks during choppy markets. Investors should monitor the fund’s signal effectiveness and long-term performance relative to static benchmarks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The tactical approach may reduce growth capture during persistent bull markets. |
| Momentum investor | Strong fit while signal remains positive | The fund's strategy is inherently built on momentum signals to rotate into favored assets. |
| Value investor | Weak fit | The fund focuses on trend momentum rather than fundamental valuation metrics. |
| Dividend/Income investor | Mixed fit | Income is a secondary consideration to the primary goal of tactical capital appreciation. |
| Low-risk investor | Mixed fit | While it seeks to mitigate downside risk, the active rotation can still experience significant volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking an active, quantitative approach to manage market risk who are comfortable with potential periods of underperformance relative to pure index tracking.
Suitability
Best for long-term investors looking for a satellite holding to diversify against traditional static portfolios, rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's active rotation strategy can lead to rapid changes in portfolio exposure and performance fluctuations. |
| Market risk | Medium / high | Exposure to equity markets remains a primary driver of performance, exposing the fund to broad systemic risks. |
| Concentration | Medium | The fund may occasionally concentrate assets in specific sectors or classes if the model detects strong trends. |
| Tracking/expense | Medium / high | The active management and underlying ETF fees create a higher total expense ratio than passive funds. |
| Liquidity | Medium | Lower average trading volume can result in larger bid-ask spreads for investors. |
| Business/sector quality | Medium | The fund's effectiveness is entirely dependent on the quality and success of its proprietary quantitative model. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
RHRX exhibits volatility characteristic of a multi-asset tactical fund, which can be high during transition periods.
Market Risk
The fund holds significant equity exposure, making it susceptible to broad market downturns unless successfully mitigated by the rotation model.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap Equity ETFs | 50 | Provides core exposure to the largest US companies to capture growth during positive market regimes. |
| Fixed-income type | US Treasury and Aggregate Bond ETFs | 30 | Acts as a defensive cushion or lower-volatility component during market downturns. |
| Equity | International/Sector Equity ETFs | 15 | Offers geographic or specific sector diversification to enhance potential returns. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Provides liquidity for tactical rebalancing and short-term stability. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 29.66% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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