EQNCX Mutual Fund

NAV$25.61

Returns Overview

1 Month
+1.82%
3 Months
+11.80%
6 Months
+14.98%
YTD
+13.63%
1 Year
+24.04%
3 Years (annualized)
+16.02%
5 Years (annualized)
+10.66%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNCX 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)
+13.63%
Peer Avg (YTD)
+9.49%
vs Peers
+4.14%

EQNCX Mutual Fund Performance

EQNCX performance across multiple time periods: 1-month 1.82%, YTD 13.63%, 1-year 24.04%, 3-year 16.02%, 5-year 10.66%, 10-year 11.57%.

EQNCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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