EQNBX Mutual Fund

EQNBX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
+1.25%
3 Months
+5.40%
6 Months
+10.55%
YTD
+18.98%
1 Year
+23.61%
3 Years (annualized)
+18.20%
5 Years (annualized)
+11.15%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+18.98%
Peer Avg (YTD)
+12.44%
vs Peers
+6.54%

EQNBX Mutual Fund Performance

EQNBX performance across multiple time periods: 1-month 1.25%, YTD 18.98%, 1-year 23.61%, 3-year 18.20%, 5-year 11.15%, 10-year 11.85%.

EQNBX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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