EQTKX Mutual Fund

NAV$17.04

Returns Overview

1 Month
+0.24%
3 Months
+12.92%
6 Months
+8.84%
YTD
+8.50%
1 Year
+15.13%
3 Years (annualized)
+14.39%
5 Years (annualized)
+8.85%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQTKX 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
Cboe S&P 500 Half BuyWrite Index(^BXM)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+9.51%
vs Peers
-1.01%

EQTKX Mutual Fund Performance

EQTKX performance across multiple time periods: 1-month 0.24%, YTD 8.50%, 1-year 15.13%, 3-year 14.39%, 5-year 8.85%, 10-year 7.77%.

EQTKX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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