EQIAX Mutual Fund

NAV$17.80

Returns Overview

1 Month
-2.82%
3 Months
+19.58%
6 Months
+24.27%
YTD
+21.96%
1 Year
+43.65%
3 Years (annualized)
+22.63%
5 Years (annualized)
+8.85%
10 Years (annualized)
+8.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets High Dividend Yield Index
This Mutual Fund (YTD)
+21.96%
Peer Avg (YTD)
+23.08%
vs Peers
-1.12%

EQIAX Mutual Fund Performance

EQIAX performance across multiple time periods: 1-month -2.82%, YTD 21.96%, 1-year 43.65%, 3-year 22.63%, 5-year 8.85%, 10-year 8.70%.

EQIAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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