EQIDX Mutual Fund

NAV$14.30

Returns Overview

1 Month
+2.03%
3 Months
+8.25%
6 Months
+13.48%
YTD
+14.33%
1 Year
+10.94%
3 Years (annualized)
+11.28%
5 Years (annualized)
+7.30%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQIDX 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)
+14.33%
Peer Avg (YTD)
+16.51%
vs Peers
-2.17%

EQIDX Mutual Fund Performance

EQIDX performance across multiple time periods: 1-month 2.03%, YTD 14.33%, 1-year 10.94%, 3-year 11.28%, 5-year 7.30%, 10-year 5.46%.

EQIDX returns trail the peer average of 16.51% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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