REQTX Mutual Fund

NAV$47.87

Returns Overview

1 Month
+0.37%
3 Months
+14.15%
6 Months
+7.06%
YTD
+7.11%
1 Year
+14.80%
3 Years (annualized)
+14.20%
5 Years (annualized)
+9.66%
10 Years (annualized)
+10.81%

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
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)
+7.11%
Peer Avg (YTD)
+9.51%
vs Peers
-2.39%

REQTX Mutual Fund Performance

REQTX performance across multiple time periods: 1-month 0.37%, YTD 7.11%, 1-year 14.80%, 3-year 14.20%, 5-year 9.66%, 10-year 10.81%.

REQTX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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