REQTX Mutual Fund

REQTX Mutual Fund

NAV$47.58
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Returns Overview

1 Month
+0.14%
3 Months
+1.92%
6 Months
+8.10%
YTD
+10.37%
1 Year
+11.07%
3 Years (annualized)
+17.62%
5 Years (annualized)
+9.06%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQTX 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
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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)
+10.37%
Peer Avg (YTD)
+9.28%
vs Peers
+1.09%

REQTX Mutual Fund Performance

REQTX performance across multiple time periods: 1-month 0.14%, YTD 10.37%, 1-year 11.07%, 3-year 17.62%, 5-year 9.06%, 10-year 12.47%.

REQTX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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