EQAL ETF

$59.30

Returns Overview

1 Month
+0.61%
3 Months
+7.46%
6 Months
+13.13%
YTD
+12.02%
1 Year
+21.87%
3 Years (annualized)
+14.16%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EQAL 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+12.02%
Peer Avg (YTD)
+10.82%
vs Peers
+1.21%

EQAL ETF Performance

EQAL performance across multiple time periods: 1-month 0.61%, YTD 12.02%, 1-year 21.87%, 3-year 14.16%, 5-year 7.24%, 10-year 10.79%.

EQAL returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this ETF.

EQAL performance comparison shows side-by-side returns with another fund. EQAL alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.61%N/A
3 Months+7.46%N/A
6 Months+13.13%N/A
1 Year+21.87%N/A
3 Years+14.16%N/A
5 Years+7.24%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized