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RHTX
+1.56 · +8.74%
$19.45 · NYSE ARCA

Starboard Investment Trust (RHTX) ETF Analysis | Tactical Allocation

Adaptive ETF · USA
AUM:$9.0M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.38% — above average for this category.

What is RHTX?

The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The adviser seeks to achieve the fund"s investment objective of total return by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the "1940 Act") and not affiliated with the fund (together, the "portfolio funds").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
RHTX delivered 20.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.38% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 95.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$9.0M
Expense Ratio1.38%
Dividend Yield0.00%
Holdings6
Inception DateSept 2012
Domicile–
Distribution–
Index–
ProviderAdaptive ETF
Beta1.01
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.1%
1Y
+16.8%
3Y
+49.8%
5Y
+27.7%
OpenBook InsightIf you had invested £10,000 in RHTX 5 years ago, it would have grown to £12,765 — a gain of £2,765.

Annual Returns

Calendar year performance

RHTX delivered positive returns in 4 of the last 5 calendar years.
YearRHTX
2026 YTD+8.2%
2025+15.6%
2024+18.8%
2023+7.3%
2022-20.0%
CAGR 4yr+4.2%
4/5 positive yearsAvg return: +6.0%Worst year: -20.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.3%
Low
Momentum
+4.2%
30-day change
Support Level
19.87
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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