EQHEX Mutual Fund

EQHEX Mutual Fund

NAV$28.51
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Returns Overview

1 Month
+1.19%
3 Months
+3.05%
6 Months
+7.37%
YTD
+7.04%
1 Year
+8.40%
3 Years (annualized)
+13.32%
5 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQHEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+7.20%
vs Peers
-0.16%

EQHEX Mutual Fund Performance

EQHEX performance across multiple time periods: 1-month 1.19%, YTD 7.04%, 1-year 8.40%, 3-year 13.32%, 5-year 8.87%.

EQHEX returns trail the peer average of 7.20% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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