REQSX Mutual Fund

REQSX Mutual Fund

NAV$24.99
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Returns Overview

1 Month
-3.86%
3 Months
+2.15%
6 Months
+12.24%
YTD
+13.70%
1 Year
+17.57%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.58%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQSX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+10.00%
vs Peers
+3.70%

REQSX Mutual Fund Performance

REQSX performance across multiple time periods: 1-month -3.86%, YTD 13.70%, 1-year 17.57%, 3-year 16.49%, 5-year 9.58%, 10-year 11.45%.

REQSX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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