EQNSX Mutual Fund

EQNSX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
-3.30%
3 Months
+0.13%
6 Months
+12.10%
YTD
+14.06%
1 Year
+17.83%
3 Years (annualized)
+18.78%
5 Years (annualized)
+11.69%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNSX 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)
+14.06%
Peer Avg (YTD)
+10.00%
vs Peers
+4.07%

EQNSX Mutual Fund Performance

EQNSX performance across multiple time periods: 1-month -3.30%, YTD 14.06%, 1-year 17.83%, 3-year 18.78%, 5-year 11.69%, 10-year 12.41%.

EQNSX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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