GEQIX Mutual Fund

GEQIX Mutual Fund

NAV$16.06
See how much of GEQIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.80%
3 Months
+8.11%
6 Months
+10.78%
YTD
+14.20%
1 Year
+18.31%
3 Years (annualized)
+9.91%
5 Years (annualized)
+7.62%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+11.41%
vs Peers
+2.79%

GEQIX Mutual Fund Performance

GEQIX performance across multiple time periods: 1-month 5.80%, YTD 14.20%, 1-year 18.31%, 3-year 9.91%, 5-year 7.62%.

GEQIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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