AQEIX Mutual Fund

AQEIX Mutual Fund

NAV$18.01
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Returns Overview

1 Month
+2.42%
3 Months
-0.33%
6 Months
+0.83%
YTD
+2.30%
1 Year
+3.27%
3 Years (annualized)
+8.07%
5 Years (annualized)
+4.50%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQEIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+6.23%
vs Peers
-3.93%

AQEIX Mutual Fund Performance

AQEIX performance across multiple time periods: 1-month 2.42%, YTD 2.30%, 1-year 3.27%, 3-year 8.07%, 5-year 4.50%, 10-year 10.56%.

AQEIX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

AQEIX vs another fund shows side-by-side returns. AQEIX alternatives are available in the Mutual Fund Screener.