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Nasdaq - Delayed Quote USD

RESQ Dynamic Allocation C (RQECX)

9.91
+0.05
+(0.51%)
At close: May 1 at 6:47:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.55%
5y Average Return 3.05%
Number of Years Up 5
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 19.08%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 19.08%
Worst 3Y Total Return -5.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RQECX
Category
YTD
-2.13%
9.69%
1-Month
-3.71%
0.97%
3-Month
-2.13%
5.21%
1-Year
10.61%
27.45%
3-Year
5.36%
8.85%
5-Year
5.56%
8.56%
10-Year
-0.15%
5.61%
Last Bull Market
15.15%
10.63%
Last Bear Market
-15.61%
-12.05%

Annual Total Return (%) History

Year
RQECX
Category
2025
--
--
2024
14.22%
--
2023
19.08%
--
2022
-17.84%
--
2021
-9.40%
--
2020
13.06%
9.83%
2019
6.35%
14.61%
2018
-6.99%
-7.70%

2017
10.77%
12.63%
2016
-3.28%
5.99%
2015
-14.77%
-5.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.13% -- -- --
2024 1.06% 5.25% 2.08% 5.19%
2023 9.21% 3.01% -0.82% 6.72%
2022 -6.49% -15.61% 0.96% 3.12%
2021 -0.29% 2.55% -10.73% -0.75%
2020 -14.51% 9.07% 7.60% 12.69%
2019 0.82% 0.47% 1.62% 3.31%
2018 0.77% 0.65% 1.29% -9.47%
2017 4.72% -0.81% 3.96% 2.58%
2016 -6.21% 6.12% -2.00% -0.84%

2015 2.69% -3.89% -12.74% -1.04%

Rank in Category (By Total Return)

YTD 62
1-Month 63
3-Month 62
1-Year 4
3-Year 17
5-Year 78

Load Adjusted Returns

1-Year 10.61%
3-Year 5.36%
5-Year 5.56%
10-Year -0.15%

Performance & Risk

YTD Return -4.55%
5y Average Return 3.05%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family RESQ Funds
Net Assets 35.66M
YTD Return -2.13%
Yield 0.00%
Morningstar Rating
Inception Date Dec 20, 2013

Fund Summary

The fund seeks to achieve its investment objective by investing, either directly or indirectly through mutual funds and exchange traded funds ("ETFs") (collectively, "underlying funds"), in foreign (including emerging markets) and domestic equity securities, fixed income securities and commodities. The equity securities in which the fund invests may be of any market capitalization and includes common stocks, preferred stocks, rights, warrants, depositary receipts and real estate investment trusts ("REITs").

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