EQTYX Mutual Fund

NAV$14.97

Returns Overview

1 Month
+0.21%
3 Months
+10.01%
6 Months
+11.73%
YTD
+10.97%
1 Year
+22.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQTYX 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
MSCI AC World Index Net
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+9.51%
vs Peers
+1.46%

EQTYX Mutual Fund Performance

EQTYX performance across multiple time periods: 1-month 0.21%, YTD 10.97%, 1-year 22.36%.

EQTYX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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