RQEIX Mutual Fund

RQEIX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-0.41%
3 Months
+0.41%
6 Months
+3.36%
YTD
+6.69%
1 Year
+7.27%
3 Years (annualized)
+16.15%
5 Years (annualized)
+6.08%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQEIX 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)
+6.69%
Peer Avg (YTD)
+5.30%
vs Peers
+1.39%

RQEIX Mutual Fund Performance

RQEIX performance across multiple time periods: 1-month -0.41%, YTD 6.69%, 1-year 7.27%, 3-year 16.15%, 5-year 6.08%, 10-year 5.50%.

RQEIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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