EEQAX Mutual Fund

EEQAX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
+2.14%
3 Months
+6.56%
6 Months
+5.16%
YTD
+12.54%
1 Year
+14.78%

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)
+12.54%
Peer Avg (YTD)
+11.21%
vs Peers
+1.32%

EEQAX Mutual Fund Performance

EEQAX performance across multiple time periods: 1-month 2.14%, YTD 12.54%, 1-year 14.78%.

EEQAX returns outperform the peer average of 11.21% 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.