Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REQCX (U.S. DEFENSIVE EQUITY FUND CLASS C) | 6.83% | 17.18% | 14.50% | 1.44% | 5.93% | 7.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REQCX (U.S. DEFENSIVE EQUITY FUND CLASS C) | 09/04/2008 | 06/04/2026 |
| 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 (%) | 0.99 | 17.18 | 14.50 | 1.44 | 5.93 | 7.47 | NA | … | … | 6.83 | 10.78 | 14.05 | 18.30 | -24.32 | 0.02 | -2.98 | 28.97 | -3.50 | 16.61 | 9.62 | 1.28 | 11.74 | 29.16 | 10.50 | 3.35 | 11.47 | 21.78 | -26.60 |
| Sharpe Ratio | NA | 1.25 | 0.84 | -0.06 | 0.22 | NA | NA | … | … | 0.94 | 0.47 | 0.91 | 1.18 | -0.98 | 0.00 | -0.10 | 2.53 | -0.33 | 1.15 | 0.89 | 0.09 | 1.13 | 2.86 | 0.84 | 0.14 | 0.64 | 0.81 | -0.95 |
| Standard Deviation(%) | NA | 11.73 | 13.68 | 19.70 | 19.15 | NA | NA | … | … | 14.11 | 16.86 | 11.45 | 12.50 | 26.37 | 25.68 | 32.92 | 10.85 | 14.76 | 13.98 | 10.54 | 13.84 | 10.40 | 10.19 | 12.56 | 23.82 | 17.79 | 26.71 | 65.14 |
| Draw Down(%) | NA | 10.42 | 17.92 | 38.94 | 38.94 | NA | NA | … | … | 10.42 | 16.56 | 6.84 | 10.24 | 25.58 | 21.50 | 28.17 | 4.94 | 16.24 | 8.79 | 7.25 | 10.37 | 6.21 | 5.68 | 10.52 | 19.97 | 16.14 | 28.62 | 41.86 |
| Yield(%) | 0.00 | 13.62 | 12.20 | 5.24 | 6.98 | 7.72 | 6.08 | … | … | 0.00 | 13.80 | 14.56 | 7.70 | 0.00 | 0.00 | 0.37 | 15.83 | 8.04 | 10.07 | 7.91 | 0.29 | 0.38 | 0.23 | 0.53 | 0.13 | 0.45 | 0.33 | 0.16 |
Data as of 06/04/2026, Common starting date is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REQCX (U.S. DEFENSIVE EQUITY FUND CLASS C) |
-9.78%
Dec 2019 – Dec 2022 |
-2.10%
Sep 2018 – Sep 2023 |
3.75%
Oct 2013 – Oct 2023 |
6.39%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REQCX (U.S. DEFENSIVE EQUITY FUND CLASS C) |
23.82%
Feb 2009 – Feb 2012 |
20.07%
Feb 2009 – Feb 2014 |
14.19%
Feb 2009 – Feb 2019 |
9.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart