RQIIX Mutual Fund

RQIIX Mutual Fund

NAV$6.97
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.27%
3 Months
+2.50%
6 Months
+1.97%
YTD
+1.97%
1 Year
+3.17%
3 Years (annualized)
-2.14%
5 Years (annualized)
-4.10%
10 Years (annualized)
-1.82%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.97%
Peer Avg (YTD)
+4.14%
vs Peers
-2.17%

RQIIX Mutual Fund Performance

RQIIX performance across multiple time periods: 1-month 0.27%, YTD 1.97%, 1-year 3.17%, 3-year -2.14%, 5-year -4.10%, 10-year -1.82%.

RQIIX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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