EQNIX Mutual Fund

EQNIX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
+2.28%
3 Months
+5.76%
6 Months
+12.25%
YTD
+18.22%
1 Year
+27.32%
3 Years (annualized)
+16.84%
5 Years (annualized)
+11.96%
10 Years (annualized)
+12.50%

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
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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)
+18.22%
Peer Avg (YTD)
+11.41%
vs Peers
+6.81%

EQNIX Mutual Fund Performance

EQNIX performance across multiple time periods: 1-month 2.28%, YTD 18.22%, 1-year 27.32%, 3-year 16.84%, 5-year 11.96%, 10-year 12.50%.

EQNIX returns outperform the peer average of 11.41% 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.