EQNAX Mutual Fund

EQNAX Mutual Fund

NAV$25.28
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Returns Overview

1 Month
-3.28%
3 Months
+0.20%
6 Months
+12.24%
YTD
+14.28%
1 Year
+18.10%
3 Years (annualized)
+19.09%
5 Years (annualized)
+11.98%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+14.28%
Peer Avg (YTD)
+10.00%
vs Peers
+4.29%

EQNAX Mutual Fund Performance

EQNAX performance across multiple time periods: 1-month -3.28%, YTD 14.28%, 1-year 18.10%, 3-year 19.09%, 5-year 11.98%, 10-year 12.70%.

EQNAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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