EQTIX Mutual Fund

EQTIX Mutual Fund

NAV$18.54
See how much of EQTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
+4.88%
6 Months
+7.69%
YTD
+8.68%
1 Year
+15.23%
3 Years (annualized)
+13.99%
5 Years (annualized)
+10.14%
10 Years (annualized)
+10.07%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Cboe S&P 500 Half BuyWrite Index(^BXM)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.41%
vs Peers
-0.73%

EQTIX Mutual Fund Performance

EQTIX performance across multiple time periods: 1-month -0.11%, YTD 8.68%, 1-year 15.23%, 3-year 13.99%, 5-year 10.14%, 10-year 10.07%.

EQTIX returns trail the peer average of 9.41% 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.