EQIRX Mutual Fund

EQIRX Mutual Fund

NAV$18.63
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Returns Overview

1 Month
+4.72%
3 Months
-1.84%
6 Months
+7.32%
YTD
+25.64%
1 Year
+41.05%
3 Years (annualized)
+24.30%
5 Years (annualized)
+9.76%
10 Years (annualized)
+8.74%

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
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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)
+25.64%
Peer Avg (YTD)
+20.14%
vs Peers
+5.50%

EQIRX Mutual Fund Performance

EQIRX performance across multiple time periods: 1-month 4.72%, YTD 25.64%, 1-year 41.05%, 3-year 24.30%, 5-year 9.76%, 10-year 8.74%.

EQIRX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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