RSQCX Mutual Fund

NAV$15.95

Returns Overview

1 Month
+3.77%
3 Months
+13.60%
6 Months
+18.68%
YTD
+24.51%
1 Year
+21.37%
3 Years (annualized)
+6.36%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSQCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.51%
Peer Avg (YTD)
+2.03%
vs Peers
+22.48%

RSQCX Mutual Fund Performance

RSQCX performance across multiple time periods: 1-month 3.77%, YTD 24.51%, 1-year 21.37%, 3-year 6.36%, 5-year 4.96%, 10-year 7.07%.

RSQCX returns outperform the peer average of 2.03% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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