EQTYX Mutual Fund

EQTYX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
+0.76%
3 Months
+0.20%
6 Months
+4.60%
YTD
+12.58%
1 Year
+16.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQTYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+17.72%
vs Peers
-5.13%

EQTYX Mutual Fund Performance

EQTYX performance across multiple time periods: 1-month 0.76%, YTD 12.58%, 1-year 16.22%.

EQTYX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

EQTYX vs another fund shows side-by-side returns. EQTYX alternatives are available in the Mutual Fund Screener.