EEQAX Mutual Fund

EEQAX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
-6.15%
3 Months
+0.80%
6 Months
+3.16%
YTD
+5.62%
1 Year
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEQAX 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
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📉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

This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+9.98%
vs Peers
-4.37%

EEQAX Mutual Fund Performance

EEQAX performance across multiple time periods: 1-month -6.15%, YTD 5.62%, 1-year 6.28%.

EEQAX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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