REQCX Mutual Fund

NAV$43.96

Returns Overview

1 Month
+0.31%
3 Months
+13.86%
6 Months
+6.51%
YTD
+6.59%
1 Year
+12.63%
3 Years (annualized)
+12.69%
5 Years (annualized)
+14.73%
10 Years (annualized)
+14.02%

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
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)
+6.59%
Peer Avg (YTD)
+9.51%
vs Peers
-2.92%

REQCX Mutual Fund Performance

REQCX performance across multiple time periods: 1-month 0.31%, YTD 6.59%, 1-year 12.63%, 3-year 12.69%, 5-year 14.73%, 10-year 14.02%.

REQCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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