NEQIX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
+2.91%
3 Months
+2.13%
6 Months
+3.95%
YTD
+2.21%
1 Year
+7.62%
3 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEQIX 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
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📉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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+1.79%
vs Peers
+0.41%

NEQIX Mutual Fund Performance

NEQIX performance across multiple time periods: 1-month 2.91%, YTD 2.21%, 1-year 7.62%, 3-year 12.21%.

NEQIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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