EQCHX Mutual Fund

EQCHX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
+4.77%
3 Months
+8.05%
6 Months
+20.45%
YTD
-8.09%
1 Year
-8.09%
3 Years (annualized)
-6.64%
5 Years (annualized)
+1.85%
10 Years (annualized)
+0.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQCHX 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
SG Trend Index
This Mutual Fund (YTD)
-8.09%
Peer Avg (YTD)
+7.34%
vs Peers
-15.43%

EQCHX Mutual Fund Performance

EQCHX performance across multiple time periods: 1-month 4.77%, YTD -8.09%, 1-year -8.09%, 3-year -6.64%, 5-year 1.85%, 10-year 0.32%.

EQCHX returns trail the peer average of 7.34% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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