RQIIX Mutual Fund

RQIIX Mutual Fund

NAV$6.82
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Returns Overview

1 Month
+0.16%
3 Months
-0.14%
6 Months
-1.45%
YTD
+1.55%
1 Year
+3.79%
3 Years (annualized)
-0.65%
5 Years (annualized)
-4.10%
10 Years (annualized)
-1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQIIX 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)
+1.55%
Peer Avg (YTD)
+3.78%
vs Peers
-2.23%

RQIIX Mutual Fund Performance

RQIIX performance across multiple time periods: 1-month 0.16%, YTD 1.55%, 1-year 3.79%, 3-year -0.65%, 5-year -4.10%, 10-year -1.84%.

RQIIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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