RQEIX Mutual Fund

RQEIX Mutual Fund

NAV$12.40
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Returns Overview

1 Month
-1.30%
3 Months
+2.94%
6 Months
+4.97%
YTD
+6.25%
1 Year
+18.34%
3 Years (annualized)
+11.87%
5 Years (annualized)
+5.68%
10 Years (annualized)
+4.86%

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)
+6.25%
Peer Avg (YTD)
+5.54%
vs Peers
+0.72%

RQEIX Mutual Fund Performance

RQEIX performance across multiple time periods: 1-month -1.30%, YTD 6.25%, 1-year 18.34%, 3-year 11.87%, 5-year 5.68%, 10-year 4.86%.

RQEIX returns outperform the peer average of 5.54% 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.