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Nasdaq - Delayed Quote USD

RESQ Dynamic Allocation I (RQEIX)

11.14
+0.19
+(1.74%)
At close: 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.22%
5y Average Return 4.09%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 20.27%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 20.27%
Worst 3Y Total Return -4.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RQEIX
Category
YTD
-1.85%
9.69%
1-Month
-3.62%
0.97%
3-Month
-1.85%
5.21%
1-Year
11.81%
27.45%
3-Year
6.42%
8.85%
5-Year
6.60%
8.56%
10-Year
0.86%
5.61%
Last Bull Market
15.92%
10.63%
Last Bear Market
-15.36%
-12.05%

Annual Total Return (%) History

Year
RQEIX
Category
2025
--
--
2024
15.36%
--
2023
20.27%
--
2022
-17.07%
--
2021
-8.45%
--
2020
14.11%
9.83%
2019
7.53%
14.61%
2018
-6.02%
-7.70%

2017
11.94%
12.63%
2016
-2.31%
5.99%
2015
-14.09%
-5.93%
2014
6.62%
2.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.85% -- -- --
2024 1.27% 5.61% 2.27% 5.47%
2023 9.47% 3.33% -0.64% 7.02%
2022 -6.30% -15.36% 1.14% 3.39%
2021 -0.09% 2.94% -10.54% -0.50%
2020 -14.29% 9.17% 8.06% 12.85%
2019 1.12% 0.78% 1.87% 3.57%
2018 1.06% 0.94% 1.66% -9.37%
2017 4.96% -0.45% 4.19% 2.82%
2016 -6.00% 6.39% -1.73% -0.59%

2015 2.78% -3.76% -12.54% -0.69%
2014 1.38% 4.92% -1.97% 2.25%

Rank in Category (By Total Return)

YTD 59
1-Month 61
3-Month 59
1-Year 3
3-Year 10
5-Year 63

Load Adjusted Returns

1-Year 11.81%
3-Year 6.42%
5-Year 6.60%
10-Year 0.86%

Performance & Risk

YTD Return -4.22%
5y Average Return 4.09%
Rank in Category (ytd) 59
% 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 -1.85%
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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