EQPIX Mutual Fund

EQPIX Mutual Fund

NAV$34.48
See how much of EQPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.62%
3 Months
-1.77%
6 Months
-4.23%
YTD
+2.39%
1 Year
+7.63%
3 Years (annualized)
+7.52%
5 Years (annualized)
+13.33%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+1.66%
vs Peers
+0.74%

EQPIX Mutual Fund Performance

EQPIX performance across multiple time periods: 1-month 2.62%, YTD 2.39%, 1-year 7.63%, 3-year 7.52%, 5-year 13.33%, 10-year 7.47%.

EQPIX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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