EQNUX Mutual Fund

EQNUX Mutual Fund

NAV$26.21
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Returns Overview

1 Month
+2.32%
3 Months
+5.76%
6 Months
+12.25%
YTD
+18.21%
1 Year
+27.31%
3 Years (annualized)
+16.86%
5 Years (annualized)
+12.00%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNUX 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)
+18.21%
Peer Avg (YTD)
+11.41%
vs Peers
+6.80%

EQNUX Mutual Fund Performance

EQNUX performance across multiple time periods: 1-month 2.32%, YTD 18.21%, 1-year 27.31%, 3-year 16.86%, 5-year 12.00%, 10-year 12.51%.

EQNUX 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.

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