RQEAX Mutual Fund

RQEAX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
-1.37%
3 Months
+2.81%
6 Months
+4.72%
YTD
+5.96%
1 Year
+17.78%
3 Years (annualized)
+11.40%
5 Years (annualized)
+5.27%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQEAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+5.54%
vs Peers
+0.43%

RQEAX Mutual Fund Performance

RQEAX performance across multiple time periods: 1-month -1.37%, YTD 5.96%, 1-year 17.78%, 3-year 11.40%, 5-year 5.27%, 10-year 4.45%.

RQEAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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