EQTIX Mutual Fund

EQTIX Mutual Fund

NAV$18.28
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Returns Overview

1 Month
+2.32%
3 Months
+2.54%
6 Months
+11.21%
YTD
+11.21%
1 Year
+15.55%
3 Years (annualized)
+15.06%
5 Years (annualized)
+9.59%
10 Years (annualized)
+10.50%

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
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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
Cboe S&P 500 Half BuyWrite Index(^BXM)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+11.21%
vs Peers
-0.01%

EQTIX Mutual Fund Performance

EQTIX performance across multiple time periods: 1-month 2.32%, YTD 11.21%, 1-year 15.55%, 3-year 15.06%, 5-year 9.59%, 10-year 10.50%.

EQTIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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