EQIAX Mutual Fund

EQIAX Mutual Fund

NAV$17.94
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Returns Overview

1 Month
-1.03%
3 Months
-0.15%
6 Months
+19.39%
YTD
+21.77%
1 Year
+29.16%
3 Years (annualized)
+23.85%
5 Years (annualized)
+9.35%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQIAX 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 Emerging Markets High Dividend Yield Index
This Mutual Fund (YTD)
+21.77%
Peer Avg (YTD)
+20.47%
vs Peers
+1.30%

EQIAX Mutual Fund Performance

EQIAX performance across multiple time periods: 1-month -1.03%, YTD 21.77%, 1-year 29.16%, 3-year 23.85%, 5-year 9.35%, 10-year 8.31%.

EQIAX returns outperform the peer average of 20.47% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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