REQTX

Mutual fund

$47.67 +$0.06 (+0.13%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $39.52High $49.43

Has REQTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), REQTX returned +14.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
REQTX
+14.0%
S&P 500
+16.6%
Largest decline 
REQTX
10.2%
S&P 500
8.9%
Risk-adjusted return 
REQTX
0.79
S&P 500
0.97
Downside risk-adjusted return 
REQTX
1.17
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodREQTXS&P 500
1 month +0.3% +0.6%
3 months +3.8% +3.4%
Year to date +10.6% +13.3%
1 year +14.0% +16.6%
3 years (annualized) +16.5% +23.1%

Volatility (1-year, annualized): 12.8% · Largest decline (max drawdown, since Oct 2021): 26.1%

How are your investments doing?

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