RQECX Mutual Fund

RQECX Mutual Fund

NAV$10.99
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Returns Overview

1 Month
-0.28%
3 Months
+8.60%
6 Months
+7.42%
YTD
+7.10%
1 Year
+20.48%
3 Years (annualized)
+13.93%
5 Years (annualized)
+3.91%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQECX 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)
+7.10%
Peer Avg (YTD)
+5.87%
vs Peers
+1.23%

RQECX Mutual Fund Performance

RQECX performance across multiple time periods: 1-month -0.28%, YTD 7.10%, 1-year 20.48%, 3-year 13.93%, 5-year 3.91%, 10-year 4.07%.

RQECX returns outperform the peer average of 5.87% YTD. With an expense ratio of 3.16%, investors should weigh costs against performance when evaluating this mutual fund.

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