RQEAX Mutual Fund

RQEAX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
-0.21%
3 Months
+8.77%
6 Months
+7.83%
YTD
+7.43%
1 Year
+21.23%
3 Years (annualized)
+14.61%
5 Years (annualized)
+4.53%
10 Years (annualized)
+4.72%

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)
+7.43%
Peer Avg (YTD)
+5.87%
vs Peers
+1.57%

RQEAX Mutual Fund Performance

RQEAX performance across multiple time periods: 1-month -0.21%, YTD 7.43%, 1-year 21.23%, 3-year 14.61%, 5-year 4.53%, 10-year 4.72%.

RQEAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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