AQEIX Mutual Fund

NAV$18.77

Returns Overview

1 Month
-2.68%
3 Months
+2.77%
6 Months
+0.34%
YTD
-0.11%
1 Year
+2.93%
3 Years (annualized)
+7.66%
5 Years (annualized)
+4.10%
10 Years (annualized)
+11.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+8.97%
vs Peers
-9.08%

AQEIX Mutual Fund Performance

AQEIX performance across multiple time periods: 1-month -2.68%, YTD -0.11%, 1-year 2.93%, 3-year 7.66%, 5-year 4.10%, 10-year 11.60%.

AQEIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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