EQNBX Mutual Fund

EQNBX Mutual Fund

NAV$25.69
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Returns Overview

1 Month
+1.36%
3 Months
-0.85%
6 Months
+4.62%
YTD
+16.52%
1 Year
+19.23%
3 Years (annualized)
+19.02%
5 Years (annualized)
+9.96%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+16.52%
Peer Avg (YTD)
+14.61%
vs Peers
+1.91%

EQNBX Mutual Fund Performance

EQNBX performance across multiple time periods: 1-month 1.36%, YTD 16.52%, 1-year 19.23%, 3-year 19.02%, 5-year 9.96%, 10-year 11.38%.

EQNBX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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