EQNVX Mutual Fund

NAV$25.86

Returns Overview

1 Month
+1.94%
3 Months
+12.10%
6 Months
+15.65%
YTD
+14.25%
1 Year
+25.39%
3 Years (annualized)
+17.29%
5 Years (annualized)
+11.89%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNVX 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)
+14.25%
Peer Avg (YTD)
+9.49%
vs Peers
+4.76%

EQNVX Mutual Fund Performance

EQNVX performance across multiple time periods: 1-month 1.94%, YTD 14.25%, 1-year 25.39%, 3-year 17.29%, 5-year 11.89%, 10-year 12.78%.

EQNVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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