BEQAX Mutual Fund

BEQAX Mutual Fund

NAV$40.32
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Returns Overview

1 Month
+1.02%
3 Months
+5.82%
6 Months
+8.30%
YTD
+9.22%
1 Year
+21.55%
3 Years (annualized)
+19.21%
5 Years (annualized)
+10.35%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEQAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+9.41%
vs Peers
-0.19%

BEQAX Mutual Fund Performance

BEQAX performance across multiple time periods: 1-month 1.02%, YTD 9.22%, 1-year 21.55%, 3-year 19.21%, 5-year 10.35%, 10-year 12.74%.

BEQAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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