MEQRX Mutual Fund

MEQRX Mutual Fund

NAV$41.17
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Returns Overview

1 Month
+4.90%
3 Months
+6.49%
6 Months
+3.60%
YTD
+4.54%
1 Year
+10.68%
3 Years (annualized)
+8.07%
5 Years (annualized)
+3.46%
10 Years (annualized)
+7.44%

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
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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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+9.42%
vs Peers
-4.88%

MEQRX Mutual Fund Performance

MEQRX performance across multiple time periods: 1-month 4.90%, YTD 4.54%, 1-year 10.68%, 3-year 8.07%, 5-year 3.46%, 10-year 7.44%.

MEQRX returns trail the peer average of 9.42% 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.