REQAX Mutual Fund

REQAX Mutual Fund

NAV$47.22
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Returns Overview

1 Month
+0.11%
3 Months
+1.84%
6 Months
+7.94%
YTD
+10.11%
1 Year
+10.74%
3 Years (annualized)
+17.28%
5 Years (annualized)
+8.73%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQAX 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
Equity Income Linked Benchmark
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+17.72%
vs Peers
-7.61%

REQAX Mutual Fund Performance

REQAX performance across multiple time periods: 1-month 0.11%, YTD 10.11%, 1-year 10.74%, 3-year 17.28%, 5-year 8.73%, 10-year 12.15%.

REQAX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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