AQEAX Mutual Fund

AQEAX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
-0.18%
3 Months
+4.83%
6 Months
+16.68%
YTD
+10.73%
1 Year
+14.25%
3 Years (annualized)
+18.83%
5 Years (annualized)
+11.03%
10 Years (annualized)
+14.04%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+9.98%
vs Peers
+0.75%

AQEAX Mutual Fund Performance

AQEAX performance across multiple time periods: 1-month -0.18%, YTD 10.73%, 1-year 14.25%, 3-year 18.83%, 5-year 11.03%, 10-year 14.04%.

AQEAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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