Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REQSX (U.S. CORE EQUITY FUND CLASS C) | 10.16% | 21.96% | 15.10% | 2.51% | 7.64% | 8.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REQSX (U.S. CORE EQUITY FUND CLASS C) | 09/08/2008 | 06/05/2026 |
| 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 (%) | 0.09 | 21.96 | 15.10 | 2.51 | 7.64 | 8.40 | NA | … | … | 10.16 | 13.33 | 10.55 | 11.15 | -24.01 | 14.20 | 5.45 | 28.00 | -9.70 | 19.34 | 10.73 | -0.52 | 10.58 | 30.58 | 14.66 | -4.01 | 14.31 | 28.20 | -32.00 |
| Sharpe Ratio | NA | 1.87 | 0.96 | 0.00 | 0.34 | NA | NA | … | … | 2.04 | 0.69 | 0.67 | 0.61 | -0.93 | 0.84 | 0.15 | 2.15 | -0.69 | 2.73 | 0.75 | -0.04 | 0.88 | 2.68 | 1.04 | -0.16 | 0.74 | 1.00 | -1.04 |
| Standard Deviation(%) | NA | 10.34 | 12.35 | 17.31 | 18.00 | NA | NA | … | … | 11.20 | 15.19 | 10.41 | 12.31 | 27.33 | 16.92 | 33.46 | 12.33 | 16.09 | 6.87 | 14.07 | 15.74 | 12.06 | 11.41 | 14.19 | 24.85 | 19.15 | 28.19 | 67.63 |
| Draw Down(%) | NA | 6.76 | 15.49 | 32.66 | 34.50 | NA | NA | … | … | 6.76 | 13.73 | 8.32 | 10.43 | 26.35 | 11.56 | 34.50 | 7.56 | 21.44 | 2.97 | 12.04 | 12.26 | 8.62 | 5.87 | 12.41 | 22.37 | 16.75 | 26.34 | 44.26 |
| Yield(%) | 0.00 | 14.07 | 13.47 | 6.06 | 8.46 | 9.45 | 7.13 | … | … | 0.00 | 14.72 | 14.27 | 12.71 | 0.42 | 0.02 | 0.50 | 0.96 | 27.89 | 14.16 | 10.27 | 19.97 | 15.88 | 0.07 | 0.33 | 0.16 | 0.15 | 0.02 | 0.21 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| REQSX (U.S. CORE EQUITY FUND CLASS C) |
-4.28%
Apr 2021 – Apr 2024 |
0.15%
Sep 2018 – Sep 2023 |
4.85%
Oct 2013 – Oct 2023 |
7.31%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REQSX (U.S. CORE EQUITY FUND CLASS C) |
22.84%
Feb 2009 – Feb 2012 |
20.63%
Feb 2009 – Feb 2014 |
13.99%
Feb 2009 – Feb 2019 |
10.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart