EQNIX Mutual Fund

NAV$25.59

Returns Overview

1 Month
+1.94%
3 Months
+12.08%
6 Months
+15.59%
YTD
+14.17%
1 Year
+25.26%
3 Years (annualized)
+17.20%
5 Years (annualized)
+11.76%
10 Years (annualized)
+12.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNIX 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)
+14.17%
Peer Avg (YTD)
+9.49%
vs Peers
+4.68%

EQNIX Mutual Fund Performance

EQNIX performance across multiple time periods: 1-month 1.94%, YTD 14.17%, 1-year 25.26%, 3-year 17.20%, 5-year 11.76%, 10-year 12.67%.

EQNIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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