REQCX Mutual Fund

REQCX Mutual Fund

NAV$44.31
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Returns Overview

1 Month
+2.89%
3 Months
+4.23%
6 Months
+11.43%
YTD
+10.76%
1 Year
+14.87%
3 Years (annualized)
+14.28%
5 Years (annualized)
+8.30%
10 Years (annualized)
+11.18%

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)
+10.76%
Peer Avg (YTD)
+11.21%
vs Peers
-0.45%

REQCX Mutual Fund Performance

REQCX performance across multiple time periods: 1-month 2.89%, YTD 10.76%, 1-year 14.87%, 3-year 14.28%, 5-year 8.30%, 10-year 11.18%.

REQCX returns trail the peer average of 11.21% 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.