RQEIX Mutual Fund

NAV$12.46

Returns Overview

1 Month
-0.18%
3 Months
+8.81%
6 Months
+8.03%
YTD
+7.65%
1 Year
+21.65%
3 Years (annualized)
+15.05%
5 Years (annualized)
+4.93%
10 Years (annualized)
+5.13%

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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+5.87%
vs Peers
+1.79%

RQEIX Mutual Fund Performance

RQEIX performance across multiple time periods: 1-month -0.18%, YTD 7.65%, 1-year 21.65%, 3-year 15.05%, 5-year 4.93%, 10-year 5.13%.

RQEIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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