EQAL ETF

EQAL ETF
$61.72
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Returns Overview

1 Month
+0.06%
3 Months
+2.30%
6 Months
+9.14%
YTD
+13.67%
1 Year
+20.96%
3 Years (annualized)
+12.73%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.41%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+13.67%
Peer Avg (YTD)
+9.54%
vs Peers
+4.13%

EQAL ETF Performance

EQAL performance across multiple time periods: 1-month 0.06%, YTD 13.67%, 1-year 20.96%, 3-year 12.73%, 5-year 7.43%, 10-year 10.41%.

EQAL returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.06%N/A
3 Months+2.30%N/A
6 Months+9.14%N/A
1 Year+20.96%N/A
3 Years+12.73%N/A
5 Years+7.43%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized