MEQRX Mutual Fund

MEQRX Mutual Fund

NAV$41.32
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Returns Overview

1 Month
-0.86%
3 Months
+8.72%
6 Months
-0.26%
YTD
-0.34%
1 Year
+4.35%
3 Years (annualized)
+4.23%
5 Years (annualized)
+1.38%
10 Years (annualized)
+7.37%

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)
-0.34%
Peer Avg (YTD)
+9.13%
vs Peers
-9.47%

MEQRX Mutual Fund Performance

MEQRX performance across multiple time periods: 1-month -0.86%, YTD -0.34%, 1-year 4.35%, 3-year 4.23%, 5-year 1.38%, 10-year 7.37%.

MEQRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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