EQNVX Mutual Fund

EQNVX Mutual Fund

NAV$25.26
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Returns Overview

1 Month
+1.35%
3 Months
+5.69%
6 Months
+11.18%
YTD
+19.90%
1 Year
+24.93%
3 Years (annualized)
+19.48%
5 Years (annualized)
+12.35%
10 Years (annualized)
+13.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNVX 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)
+19.90%
Peer Avg (YTD)
+12.44%
vs Peers
+7.46%

EQNVX Mutual Fund Performance

EQNVX performance across multiple time periods: 1-month 1.35%, YTD 19.90%, 1-year 24.93%, 3-year 19.48%, 5-year 12.35%, 10-year 13.08%.

EQNVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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