RSQAX Mutual Fund

RSQAX Mutual Fund

NAV$26.59
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Returns Overview

1 Month
+1.85%
3 Months
+8.40%
6 Months
+11.43%
YTD
+18.85%
1 Year
+23.69%
3 Years (annualized)
+17.37%
5 Years (annualized)
+10.41%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSQAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.85%
Peer Avg (YTD)
+12.44%
vs Peers
+6.41%

RSQAX Mutual Fund Performance

RSQAX performance across multiple time periods: 1-month 1.85%, YTD 18.85%, 1-year 23.69%, 3-year 17.37%, 5-year 10.41%, 10-year 12.30%.

RSQAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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