INEQ ETF

$39.34

Returns Overview

1 Month
+6.53%
3 Months
+15.48%
6 Months
+21.22%
YTD
+11.62%
1 Year
+45.89%
3 Years
+23.81%
5 Years
+14.68%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would INEQ 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

+6.53%

3 Months Performance

+15.48%

6 Months Performance

+21.22%

1 Year Performance

+45.89%

Benchmark & Peers

Benchmark
Beta Advantage Sustainable International Equity Income 100 Index(^BASIAEII)
This ETF (YTD)
+11.62%
Peer Avg (YTD)
+7.25%
vs Peers
+4.37%

INEQ ETF Performance

INEQ performance across multiple time periods: 1-month 6.53%, YTD 11.62%, 1-year 45.89%, 3-year 23.81%, 5-year 14.68%.

INEQ returns outperform the peer average of 7.25% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+6.53%N/A
3 Months+15.48%N/A
6 Months+21.22%N/A
1 Year+45.89%N/A
3 Years+23.81%N/A
5 Years+14.68%N/A

All returns shown are total returns, not annualized