BEQAX Mutual Fund

BEQAX Mutual Fund

NAV$41.01
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Returns Overview

1 Month
-0.72%
3 Months
+4.29%
6 Months
+19.60%
YTD
+12.76%
1 Year
+17.84%
3 Years (annualized)
+21.44%
5 Years (annualized)
+10.48%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEQAX 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)
+12.76%
Peer Avg (YTD)
+9.98%
vs Peers
+2.78%

BEQAX Mutual Fund Performance

BEQAX performance across multiple time periods: 1-month -0.72%, YTD 12.76%, 1-year 17.84%, 3-year 21.44%, 5-year 10.48%, 10-year 13.15%.

BEQAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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