EQTKX Mutual Fund

EQTKX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
-0.12%
3 Months
+4.74%
6 Months
+7.37%
YTD
+8.37%
1 Year
+14.63%
3 Years (annualized)
+13.34%
5 Years (annualized)
+9.04%
10 Years (annualized)
+9.73%

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)
+8.37%
Peer Avg (YTD)
+9.41%
vs Peers
-1.04%

EQTKX Mutual Fund Performance

EQTKX performance across multiple time periods: 1-month -0.12%, YTD 8.37%, 1-year 14.63%, 3-year 13.34%, 5-year 9.04%, 10-year 9.73%.

EQTKX returns trail the peer average of 9.41% 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.