REQSX Mutual Fund

REQSX Mutual Fund

NAV$24.89
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Returns Overview

1 Month
+4.36%
3 Months
+8.35%
6 Months
+13.17%
YTD
+16.17%
1 Year
+25.22%
3 Years (annualized)
+14.60%
5 Years (annualized)
+9.58%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQSX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.17%
Peer Avg (YTD)
+11.41%
vs Peers
+4.75%

REQSX Mutual Fund Performance

REQSX performance across multiple time periods: 1-month 4.36%, YTD 16.17%, 1-year 25.22%, 3-year 14.60%, 5-year 9.58%, 10-year 11.32%.

REQSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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