Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RQECX (RESQ DYNAMIC ALLOCATION FUND RESQ DYNAMIC ALLOCATION CLASS C SHARES) | 4.06% | 18.05% | 13.67% | 2.61% | 4.52% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RQECX (RESQ DYNAMIC ALLOCATION FUND RESQ DYNAMIC ALLOCATION CLASS C SHARES) | 10/20/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.66 | 18.05 | 13.67 | 2.61 | 4.52 | NA | NA | … | … | 4.06 | 14.52 | 14.22 | 19.08 | -17.84 | -9.40 | 13.07 | 6.35 | -6.99 | 10.77 | -3.28 | -15.61 | 5.10 |
| Sharpe Ratio | NA | 2.04 | 0.75 | 0.02 | 0.19 | NA | NA | … | … | 0.93 | 0.77 | 0.66 | 1.06 | -0.80 | -0.68 | 0.45 | 0.68 | -0.75 | 1.38 | -0.31 | -1.30 | 3.65 |
| Standard Deviation(%) | NA | 8.66 | 14.54 | 16.80 | 16.19 | NA | NA | … | … | 9.32 | 15.51 | 16.07 | 14.68 | 24.09 | 13.78 | 28.11 | 7.12 | 11.21 | 7.37 | 11.14 | 11.99 | 7.80 |
| Draw Down(%) | NA | 3.73 | 18.07 | 33.89 | 34.20 | NA | NA | … | … | 3.73 | 18.07 | 14.04 | 11.22 | 23.28 | 15.25 | 27.85 | 5.07 | 13.37 | 5.79 | 10.30 | 18.87 | 3.53 |
| Yield(%) | 0.00 | 16.02 | 6.66 | 3.10 | 2.14 | 1.50 | 1.13 | … | … | 0.00 | 16.11 | 0.07 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.01 |
Data as of 06/10/2026, Common starting date is 10/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQECX (RESQ DYNAMIC ALLOCATION FUND RESQ DYNAMIC ALLOCATION CLASS C SHARES) |
-6.04%
Jan 2021 – Jan 2024 |
-5.54%
Mar 2015 – Mar 2020 |
-0.37%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQECX (RESQ DYNAMIC ALLOCATION FUND RESQ DYNAMIC ALLOCATION CLASS C SHARES) |
16.80%
Oct 2022 – Oct 2025 |
7.02%
May 2016 – May 2021 |
5.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart