GEQIX Mutual Fund

GEQIX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
+1.91%
3 Months
+6.72%
6 Months
+8.42%
YTD
+7.95%
1 Year
+13.48%
3 Years (annualized)
+8.73%
5 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GEQIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+9.49%
vs Peers
-1.54%

GEQIX Mutual Fund Performance

GEQIX performance across multiple time periods: 1-month 1.91%, YTD 7.95%, 1-year 13.48%, 3-year 8.73%, 5-year 6.87%.

GEQIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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