EQNCX Mutual Fund

EQNCX Mutual Fund

NAV$25.33
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Returns Overview

1 Month
-3.35%
3 Months
+0.01%
6 Months
+11.81%
YTD
+13.64%
1 Year
+17.23%
3 Years (annualized)
+18.21%
5 Years (annualized)
+11.14%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNCX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+13.64%
Peer Avg (YTD)
+10.00%
vs Peers
+3.64%

EQNCX Mutual Fund Performance

EQNCX performance across multiple time periods: 1-month -3.35%, YTD 13.64%, 1-year 17.23%, 3-year 18.21%, 5-year 11.14%, 10-year 11.86%.

EQNCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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