REQAX Mutual Fund

REQAX Mutual Fund

NAV$47.71
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Returns Overview

1 Month
+1.06%
3 Months
+5.99%
6 Months
+7.81%
YTD
+8.11%
1 Year
+14.24%
3 Years (annualized)
+13.25%
5 Years (annualized)
+8.99%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQAX 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
Equity Income Linked Benchmark
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+9.41%
vs Peers
-1.30%

REQAX Mutual Fund Performance

REQAX performance across multiple time periods: 1-month 1.06%, YTD 8.11%, 1-year 14.24%, 3-year 13.25%, 5-year 8.99%, 10-year 11.64%.

REQAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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