EQAL ETF

$58.38

Returns Overview

1 Month
+4.15%
3 Months
+5.90%
6 Months
+10.31%
YTD
+3.13%
1 Year
+11.11%
3 Years
+9.72%
5 Years
+8.91%
10 Years
+11.41%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EQAL have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+4.15%

3 Months Performance

+5.90%

6 Months Performance

+10.31%

1 Year Performance

+11.11%

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+3.13%
Peer Avg (YTD)
+1.79%
vs Peers
+1.34%

EQAL ETF Performance

EQAL performance across multiple time periods: 1-month 4.15%, YTD 3.13%, 1-year 11.11%, 3-year 9.72%, 5-year 8.91%, 10-year 11.41%.

EQAL returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

EQAL performance comparison shows side-by-side returns with another fund. EQAL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.15%N/A
3 Months+5.90%N/A
6 Months+10.31%N/A
1 Year+11.11%N/A
3 Years+9.72%N/A
5 Years+8.91%N/A

All returns shown are total returns, not annualized