EQIRX Mutual Fund

NAV$17.80

Returns Overview

1 Month
-2.74%
3 Months
+19.71%
6 Months
+24.49%
YTD
+22.25%
1 Year
+44.26%
3 Years (annualized)
+23.09%
5 Years (annualized)
+9.25%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQIRX 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)
+22.25%
Peer Avg (YTD)
+23.08%
vs Peers
-0.82%

EQIRX Mutual Fund Performance

EQIRX performance across multiple time periods: 1-month -2.74%, YTD 22.25%, 1-year 44.26%, 3-year 23.09%, 5-year 9.25%, 10-year 9.14%.

EQIRX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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