EQTY ETF

$26.56

Returns Overview

1 Month
+2.82%
3 Months
+6.74%
6 Months
+8.87%
YTD
+2.74%
1 Year
+10.52%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EQTY 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

+2.82%

3 Months Performance

+6.74%

6 Months Performance

+8.87%

1 Year Performance

+10.52%

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+2.74%
Peer Avg (YTD)
+1.87%
vs Peers
+0.87%

EQTY ETF Performance

EQTY performance across multiple time periods: 1-month 2.82%, YTD 2.74%, 1-year 10.52%.

EQTY returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.82%N/A
3 Months+6.74%N/A
6 Months+8.87%N/A
1 Year+10.52%N/A

All returns shown are total returns, not annualized