RQIAX Mutual Fund

RQIAX Mutual Fund

NAV$6.87
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Returns Overview

1 Month
-0.58%
3 Months
+1.70%
6 Months
+2.26%
YTD
+1.06%
1 Year
+3.33%
3 Years (annualized)
-1.87%
5 Years (annualized)
-4.51%
10 Years (annualized)
-2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQIAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+3.39%
vs Peers
-2.33%

RQIAX Mutual Fund Performance

RQIAX performance across multiple time periods: 1-month -0.58%, YTD 1.06%, 1-year 3.33%, 3-year -1.87%, 5-year -4.51%, 10-year -2.49%.

RQIAX returns trail the peer average of 3.39% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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