Nasdaq - Delayed Quote USD

RESQ Strategic Income A (RQIAX)

6.74
-0.06
(-0.88%)
At close: 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.72%
5y Average Return -3.99%
Number of Years Up 4
Number of Years Down 7
Best 1Y Total Return (Jun 5, 2025) 11.14%
Worst 1Y Total Return (Jun 5, 2025) --
Best 3Y Total Return 11.14%
Worst 3Y Total Return -7.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RQIAX
Category
YTD
-0.87%
3.28%
1-Month
-1.91%
0.61%
3-Month
-5.87%
3.02%
1-Year
-4.65%
11.74%
3-Year
-3.15%
6.56%
5-Year
-3.96%
5.38%
10-Year
-3.20%
4.87%
Last Bull Market
4.48%
8.64%
Last Bear Market
-11.13%
-5.09%

Annual Total Return (%) History

Year
RQIAX
Category
2025
--
--
2024
-5.47%
--
2023
-5.10%
--
2022
-10.55%
--
2021
-7.96%
--
2020
11.14%
7.29%
2019
7.47%
11.20%
2018
-13.66%
-3.14%

2017
3.76%
6.25%
2016
-2.84%
5.55%
2015
-5.43%
-2.07%
2014
7.40%
3.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.04% -- -- --
2024 -0.11% -0.64% 6.02% -10.16%
2023 2.84% -2.86% -11.46% 7.29%
2022 -6.87% -11.13% 1.61% 6.37%
2021 -4.49% 0.32% -2.24% -1.74%
2020 -0.87% 3.20% 4.54% 3.91%
2019 1.94% 1.44% 4.47% -0.52%
2018 -1.62% -3.07% -1.33% -8.24%
2017 1.77% -0.63% 2.62% -0.01%
2016 -2.00% 1.49% -1.78% -0.53%

2015 -0.12% -2.26% -3.13% 0.00%
2014 2.10% 3.19% -0.67% 2.63%

Rank in Category (By Total Return)

YTD 97
1-Month 100
3-Month 100
1-Year 100
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -9.18%
3-Year -4.71%
5-Year -4.89%
10-Year -3.67%

Performance & Risk

YTD Return -0.72%
5y Average Return -3.99%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family RESQ Funds
Net Assets 30.73M
YTD Return -0.87%
Yield 2.05%
Morningstar Rating
Inception Date Dec 20, 2013

Fund Summary

The fund seeks to achieve its investment objective by investing in a portfolio of mutual funds and exchange traded funds ("ETFs") (collectively, "underlying funds") that invest in domestic and foreign (including emerging markets) fixed income securities (including bills, notes, debentures, bonds, convertible securities, and any other debt or debt-related securities) whether issued by U.S. or non-U.S. governments, agencies or instrumentalities thereof or corporate entities, and having fixed, variable, floating or inverse floating rates, etc.

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