MEQRX Mutual Fund

MEQRX Mutual Fund

NAV$39.61
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Returns Overview

1 Month
-4.55%
3 Months
+2.33%
6 Months
+11.25%
YTD
+1.98%
1 Year
+5.28%
3 Years (annualized)
+9.80%
5 Years (annualized)
+3.70%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEQRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+9.29%
vs Peers
-7.31%

MEQRX Mutual Fund Performance

MEQRX performance across multiple time periods: 1-month -4.55%, YTD 1.98%, 1-year 5.28%, 3-year 9.80%, 5-year 3.70%, 10-year 8.42%.

MEQRX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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