REQTX Mutual Fund

REQTX Mutual Fund

NAV$47.67
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Returns Overview

1 Month
+1.10%
3 Months
+6.06%
6 Months
+7.99%
YTD
+8.29%
1 Year
+14.56%
3 Years (annualized)
+13.59%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.96%

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
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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)
+8.29%
Peer Avg (YTD)
+9.41%
vs Peers
-1.12%

REQTX Mutual Fund Performance

REQTX performance across multiple time periods: 1-month 1.10%, YTD 8.29%, 1-year 14.56%, 3-year 13.59%, 5-year 9.32%, 10-year 11.96%.

REQTX returns trail the peer average of 9.41% 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.