EQNIX Mutual Fund

EQNIX Mutual Fund

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Returns Overview

1 Month
+1.33%
3 Months
+5.65%
6 Months
+11.09%
YTD
+19.79%
1 Year
+24.81%
3 Years (annualized)
+19.38%
5 Years (annualized)
+12.26%
10 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNIX 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
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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)
+19.79%
Peer Avg (YTD)
+12.44%
vs Peers
+7.35%

EQNIX Mutual Fund Performance

EQNIX performance across multiple time periods: 1-month 1.33%, YTD 19.79%, 1-year 24.81%, 3-year 19.38%, 5-year 12.26%, 10-year 12.99%.

EQNIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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