RSQAX Mutual Fund

RSQAX Mutual Fund

NAV$27.06
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Returns Overview

1 Month
-3.82%
3 Months
+2.33%
6 Months
+12.62%
YTD
+14.31%
1 Year
+18.45%
3 Years (annualized)
+17.37%
5 Years (annualized)
+10.41%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RSQAX 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)
+14.31%
Peer Avg (YTD)
+10.00%
vs Peers
+4.31%

RSQAX Mutual Fund Performance

RSQAX performance across multiple time periods: 1-month -3.82%, YTD 14.31%, 1-year 18.45%, 3-year 17.37%, 5-year 10.41%, 10-year 12.30%.

RSQAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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