EEQAX Mutual Fund

EEQAX Mutual Fund

NAV$11.68
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Returns Overview

1 Month
+5.15%
3 Months
+3.08%
6 Months
+5.55%
YTD
+10.18%
1 Year
+16.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEQAX 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

This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+9.41%
vs Peers
+0.77%

EEQAX Mutual Fund Performance

EEQAX performance across multiple time periods: 1-month 5.15%, YTD 10.18%, 1-year 16.04%.

EEQAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

EEQAX vs another fund shows side-by-side returns. EEQAX alternatives are available in the Mutual Fund Screener.