EQTIX Mutual Fund

NAV$18.55

Returns Overview

1 Month
+0.33%
3 Months
+13.10%
6 Months
+9.18%
YTD
+8.80%
1 Year
+15.69%
3 Years (annualized)
+15.07%
5 Years (annualized)
+10.27%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQTIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Cboe S&P 500 Half BuyWrite Index(^BXM)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+9.51%
vs Peers
-0.71%

EQTIX Mutual Fund Performance

EQTIX performance across multiple time periods: 1-month 0.33%, YTD 8.80%, 1-year 15.69%, 3-year 15.07%, 5-year 10.27%, 10-year 10.39%.

EQTIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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