Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REQAX (U.S. DEFENSIVE EQUITY FUND CLASS A) | 6.68% | 17.61% | 15.19% | 2.48% | 6.86% | 8.26% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REQAX (U.S. DEFENSIVE EQUITY FUND CLASS A) | 09/08/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 17.61 | 15.19 | 2.48 | 6.86 | 8.26 | NA | … | … | 6.68 | 11.62 | 14.93 | 19.19 | -23.40 | 1.44 | -1.99 | 29.92 | -2.77 | 17.49 | 10.45 | 2.05 | 12.58 | 30.14 | 11.30 | 4.15 | 12.05 | 22.81 | -27.97 |
| Sharpe Ratio | NA | 1.33 | 0.91 | -0.01 | 0.27 | NA | NA | … | … | 1.01 | 0.52 | 0.99 | 1.25 | -0.95 | 0.06 | -0.07 | 2.62 | -0.28 | 1.20 | 0.97 | 0.15 | 1.21 | 2.95 | 0.90 | 0.17 | 0.67 | 0.85 | -0.98 |
| Standard Deviation(%) | NA | 11.72 | 13.68 | 19.49 | 19.07 | NA | NA | … | … | 14.10 | 16.86 | 11.45 | 12.51 | 26.14 | 25.35 | 32.82 | 10.85 | 14.77 | 14.15 | 10.52 | 13.83 | 10.41 | 10.22 | 12.56 | 23.81 | 17.79 | 26.67 | 65.75 |
| Draw Down(%) | NA | 10.30 | 17.68 | 37.78 | 37.78 | NA | NA | … | … | 10.30 | 16.45 | 6.81 | 10.07 | 24.69 | 20.98 | 28.13 | 4.93 | 16.09 | 8.88 | 7.17 | 10.30 | 6.15 | 5.63 | 10.41 | 19.84 | 16.11 | 28.43 | 41.76 |
| Yield(%) | 0.00 | 13.25 | 12.08 | 5.41 | 7.38 | 8.36 | 6.60 | … | … | 0.00 | 13.58 | 14.08 | 7.80 | 0.28 | 0.10 | 0.76 | 16.25 | 8.59 | 10.62 | 8.68 | 1.04 | 1.17 | 1.07 | 1.27 | 0.75 | 0.94 | 1.09 | 0.31 |
Data as of 06/03/2026, Common starting date is 09/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REQAX (U.S. DEFENSIVE EQUITY FUND CLASS A) |
-8.68%
Dec 2019 – Dec 2022 |
-1.09%
Sep 2018 – Sep 2023 |
4.68%
Oct 2013 – Oct 2023 |
7.29%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REQAX (U.S. DEFENSIVE EQUITY FUND CLASS A) |
24.65%
Feb 2009 – Feb 2012 |
20.92%
Feb 2009 – Feb 2014 |
15.03%
Feb 2009 – Feb 2019 |
10.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart