RQIAX Mutual Fund

RQIAX Mutual Fund

NAV$6.78
See how much of RQIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
-2.34%
6 Months
-0.10%
YTD
-0.72%
1 Year
-0.35%
3 Years (annualized)
-1.05%
5 Years (annualized)
-4.49%
10 Years (annualized)
-2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RQIAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+2.46%
vs Peers
-3.18%

RQIAX Mutual Fund Performance

RQIAX performance across multiple time periods: 1-month -2.00%, YTD -0.72%, 1-year -0.35%, 3-year -1.05%, 5-year -4.49%, 10-year -2.28%.

RQIAX returns trail the peer average of 2.46% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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