REQAX Mutual Fund

NAV$47.79

Returns Overview

1 Month
+0.37%
3 Months
+14.07%
6 Months
+6.91%
YTD
+6.98%
1 Year
+14.49%
3 Years (annualized)
+13.87%
5 Years (annualized)
+9.35%
10 Years (annualized)
+10.49%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Equity Income Linked Benchmark
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+9.51%
vs Peers
-2.52%

REQAX Mutual Fund Performance

REQAX performance across multiple time periods: 1-month 0.37%, YTD 6.98%, 1-year 14.49%, 3-year 13.87%, 5-year 9.35%, 10-year 10.49%.

REQAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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