EQNTX Mutual Fund

EQNTX Mutual Fund

NAV$26.10
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Returns Overview

1 Month
+2.27%
3 Months
+5.73%
6 Months
+12.14%
YTD
+18.09%
1 Year
+27.00%
3 Years (annualized)
+16.57%
5 Years (annualized)
+11.73%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNTX 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)
+18.09%
Peer Avg (YTD)
+11.41%
vs Peers
+6.68%

EQNTX Mutual Fund Performance

EQNTX performance across multiple time periods: 1-month 2.27%, YTD 18.09%, 1-year 27.00%, 3-year 16.57%, 5-year 11.73%, 10-year 12.63%.

EQNTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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