REQCX Mutual Fund

REQCX Mutual Fund

NAV$44.18
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Returns Overview

1 Month
+0.99%
3 Months
+5.79%
6 Months
+7.43%
YTD
+7.65%
1 Year
+13.39%
3 Years (annualized)
+12.07%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQCX 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)
+7.65%
Peer Avg (YTD)
+9.41%
vs Peers
-1.76%

REQCX Mutual Fund Performance

REQCX performance across multiple time periods: 1-month 0.99%, YTD 7.65%, 1-year 13.39%, 3-year 12.07%, 5-year 8.18%, 10-year 10.80%.

REQCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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