EQNUX Mutual Fund

NAV$25.94

Returns Overview

1 Month
+1.90%
3 Months
+12.08%
6 Months
+15.53%
YTD
+14.18%
1 Year
+25.26%
3 Years (annualized)
+17.18%
5 Years (annualized)
+11.80%
10 Years (annualized)
+12.68%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+9.49%
vs Peers
+4.69%

EQNUX Mutual Fund Performance

EQNUX performance across multiple time periods: 1-month 1.90%, YTD 14.18%, 1-year 25.26%, 3-year 17.18%, 5-year 11.80%, 10-year 12.68%.

EQNUX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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