EQIAX Mutual Fund

EQIAX Mutual Fund

NAV$18.23
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Returns Overview

1 Month
+4.65%
3 Months
-1.96%
6 Months
+7.11%
YTD
+25.37%
1 Year
+40.42%
3 Years (annualized)
+23.85%
5 Years (annualized)
+9.35%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQIAX 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
MSCI Emerging Markets High Dividend Yield Index
This Mutual Fund (YTD)
+25.37%
Peer Avg (YTD)
+20.14%
vs Peers
+5.23%

EQIAX Mutual Fund Performance

EQIAX performance across multiple time periods: 1-month 4.65%, YTD 25.37%, 1-year 40.42%, 3-year 23.85%, 5-year 9.35%, 10-year 8.31%.

EQIAX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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