EEQIX Mutual Fund

EEQIX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
+5.25%
3 Months
+3.24%
6 Months
+5.67%
YTD
+10.30%
1 Year
+16.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEQIX 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)
+10.30%
Peer Avg (YTD)
+9.41%
vs Peers
+0.88%

EEQIX Mutual Fund Performance

EEQIX performance across multiple time periods: 1-month 5.25%, YTD 10.30%, 1-year 16.30%.

EEQIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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