AQEAX Mutual Fund

NAV$16.79

Returns Overview

1 Month
-1.48%
3 Months
+11.30%
6 Months
+5.77%
YTD
+5.63%
1 Year
+17.72%
3 Years (annualized)
+16.45%
5 Years (annualized)
+10.82%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AQEAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+9.51%
vs Peers
-3.88%

AQEAX Mutual Fund Performance

AQEAX performance across multiple time periods: 1-month -1.48%, YTD 5.63%, 1-year 17.72%, 3-year 16.45%, 5-year 10.82%, 10-year 13.86%.

AQEAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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