REQAX Mutual Fund

REQAX Mutual Fund

NAV$47.88
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Returns Overview

1 Month
+2.94%
3 Months
+4.41%
6 Months
+11.84%
YTD
+11.29%
1 Year
+15.72%
3 Years (annualized)
+15.13%
5 Years (annualized)
+9.11%
10 Years (annualized)
+12.01%

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
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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)
+11.29%
Peer Avg (YTD)
+11.21%
vs Peers
+0.08%

REQAX Mutual Fund Performance

REQAX performance across multiple time periods: 1-month 2.94%, YTD 11.29%, 1-year 15.72%, 3-year 15.13%, 5-year 9.11%, 10-year 12.01%.

REQAX returns outperform the peer average of 11.21% 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.