RQICX Mutual Fund

RQICX Mutual Fund

NAV$7.17
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Returns Overview

3 Months
-2.49%
6 Months
+1.79%
YTD
-0.49%
1 Year
+2.17%
3 Years (annualized)
-5.38%
5 Years (annualized)
-3.19%
10 Years (annualized)
-3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQICX 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)
-0.49%
Peer Avg (YTD)
+9.52%
vs Peers
-10.01%

RQICX Mutual Fund Performance

RQICX performance across multiple time periods: YTD -0.49%, 1-year 2.17%, 3-year -5.38%, 5-year -3.19%, 10-year -3.18%.

RQICX returns trail the peer average of 9.52% YTD. With an expense ratio of 3.12%, investors should weigh costs against performance when evaluating this mutual fund.

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