EQNCX Mutual Fund

EQNCX Mutual Fund

NAV$25.03
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Returns Overview

1 Month
+1.21%
3 Months
+5.36%
6 Months
+10.54%
YTD
+18.98%
1 Year
+23.56%
3 Years (annualized)
+18.21%
5 Years (annualized)
+11.14%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNCX 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%

EQNCX Mutual Fund Performance

EQNCX performance across multiple time periods: 1-month 1.21%, YTD 18.98%, 1-year 23.56%, 3-year 18.21%, 5-year 11.14%, 10-year 11.86%.

EQNCX 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.

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