EQNAX Mutual Fund

NAV$26.02

Returns Overview

1 Month
+1.88%
3 Months
+12.02%
6 Months
+15.41%
YTD
+14.06%
1 Year
+24.97%
3 Years (annualized)
+16.90%
5 Years (annualized)
+11.49%
10 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNAX 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

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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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+14.06%
Peer Avg (YTD)
+9.49%
vs Peers
+4.57%

EQNAX Mutual Fund Performance

EQNAX performance across multiple time periods: 1-month 1.88%, YTD 14.06%, 1-year 24.97%, 3-year 16.90%, 5-year 11.49%, 10-year 12.39%.

EQNAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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