EQTKX Mutual Fund

EQTKX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
+2.29%
3 Months
+2.40%
6 Months
+10.92%
YTD
+10.85%
1 Year
+14.95%
3 Years (annualized)
+14.50%
5 Years (annualized)
+9.04%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQTKX 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)
+10.85%
Peer Avg (YTD)
+11.21%
vs Peers
-0.37%

EQTKX Mutual Fund Performance

EQTKX performance across multiple time periods: 1-month 2.29%, YTD 10.85%, 1-year 14.95%, 3-year 14.50%, 5-year 9.04%, 10-year 9.94%.

EQTKX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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