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RESQ Dynamic Allocation A (RQEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.92-0.11 (-1.22%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.92%
5-Year Average Return-1.40%
Number of Years Up4
Number of Years Down5
Best 1 Yr Total Return (Sep 25, 2023)13.64%
Worst 1 Yr Total Return (Sep 25, 2023)N/A
Best 3-Yr Total Return13.64%
Worst 3-Yr Total Return-5.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRQEAXCategory
YTD11.92%9.69%
1-Month-2.51%0.97%
3-Month1.94%5.21%
1-Year16.30%27.45%
3-Year-1.43%8.85%
5-Year-1.40%8.56%
10-Year0.00%5.61%
Last Bull Market11.50%10.63%
Last Bear Market-15.50%-12.05%

Annual Total Return (%) History

Year
RQEAXCategory
2023
N/AN/A
2022
-17.35%N/A
2021
-8.87%N/A
2020
13.64%9.83%
2019
7.11%14.61%
2018
-6.34%-7.70%
2017
11.36%12.63%
2016
-2.68%5.99%
2015
-14.36%-5.93%
2014
6.04%2.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20239.41%3.21%N/AN/A
2022-6.36%-15.50%1.18%3.24%
2021-0.19%2.84%-10.66%-0.62%
2020-14.45%9.15%7.92%12.77%
20190.92%0.68%1.81%3.55%
20180.97%0.85%1.48%-9.36%
20174.78%-0.57%4.13%2.65%
2016-6.05%6.20%-1.75%-0.71%
20152.69%-3.79%-12.61%-0.81%
20141.31%4.82%-2.25%2.16%

Rank In Category (By Total Return)

YTD8
1-Month87
3-Month5
1-Year8
3-Year83
5-Year95

Load Adjusted Returns

1-Year6.96%
3-Year-2.28%
5-Year-1.84%
10-YearN/A
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