EQICX Mutual Fund

EQICX Mutual Fund

NAV$14.64
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Returns Overview

1 Month
+3.56%
3 Months
+13.63%
6 Months
+24.73%
YTD
+26.64%
1 Year
+22.66%
3 Years (annualized)
+19.45%
5 Years (annualized)
+8.98%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQICX 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)
+26.64%
Peer Avg (YTD)
+28.69%
vs Peers
-2.05%

EQICX Mutual Fund Performance

EQICX performance across multiple time periods: 1-month 3.56%, YTD 26.64%, 1-year 22.66%, 3-year 19.45%, 5-year 8.98%, 10-year 5.47%.

EQICX returns trail the peer average of 28.69% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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