REQTX Mutual Fund

REQTX Mutual Fund

NAV$48.15
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Returns Overview

1 Month
-1.16%
3 Months
+2.90%
6 Months
+17.46%
YTD
+10.22%
1 Year
+12.28%
3 Years (annualized)
+15.47%
5 Years (annualized)
+9.44%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would REQTX 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
PROUpgrade to run
🏦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
Equity Income Linked Benchmark
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+9.98%
vs Peers
+0.23%

REQTX Mutual Fund Performance

REQTX performance across multiple time periods: 1-month -1.16%, YTD 10.22%, 1-year 12.28%, 3-year 15.47%, 5-year 9.44%, 10-year 12.34%.

REQTX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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