EQNRX Mutual Fund

NAV$26.01

Returns Overview

1 Month
+1.82%
3 Months
+11.81%
6 Months
+15.00%
YTD
+13.65%
1 Year
+24.04%
3 Years (annualized)
+16.03%
5 Years (annualized)
+10.69%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+9.49%
vs Peers
+4.16%

EQNRX Mutual Fund Performance

EQNRX performance across multiple time periods: 1-month 1.82%, YTD 13.65%, 1-year 24.04%, 3-year 16.03%, 5-year 10.69%, 10-year 11.95%.

EQNRX 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.

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