MEQRX Mutual Fund

MEQRX Mutual Fund

NAV$39.05
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Returns Overview

1 Month
+2.20%
3 Months
+6.29%
6 Months
+6.51%
YTD
+6.84%
1 Year
+10.47%
3 Years (annualized)
+9.80%
5 Years (annualized)
+3.70%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEQRX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+10.17%
vs Peers
-3.33%

MEQRX Mutual Fund Performance

MEQRX performance across multiple time periods: 1-month 2.20%, YTD 6.84%, 1-year 10.47%, 3-year 9.80%, 5-year 3.70%, 10-year 8.42%.

MEQRX returns trail the peer average of 10.17% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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