RQEIX vs. VYM

In the year-to-date period, RQEIX achieves a -1.93% return, which is significantly lower than VYM's 1.79% return. Over the past 10 years, RQEIX has underperformed VYM with an annualized return of 0.97%, while VYM has yielded a comparatively higher 9.76% annualized return.

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RQEIX has a 1.80% expense ratio, which is higher than VYM's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for RESQ Dynamic Allocation Fund (RQEIX) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current RQEIX Sharpe Ratio is 0.38, which is lower than the VYM Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of RQEIX and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RQEIX has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.86%.

The maximum RQEIX drawdown since its inception was -33.24%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for RQEIX and VYM.

The current volatility for RESQ Dynamic Allocation Fund (RQEIX) is 2.71%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 4.33%. This indicates that RQEIX experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.