EEQIX Mutual Fund

EEQIX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
-6.08%
3 Months
+0.96%
6 Months
+3.29%
YTD
+5.81%
1 Year
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EEQIX 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

This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+9.98%
vs Peers
-4.18%

EEQIX Mutual Fund Performance

EEQIX performance across multiple time periods: 1-month -6.08%, YTD 5.81%, 1-year 6.64%.

EEQIX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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