EQNTX Mutual Fund

EQNTX Mutual Fund

NAV$25.35
See how much of EQNTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.31%
3 Months
+0.17%
6 Months
+12.22%
YTD
+14.25%
1 Year
+18.11%
3 Years (annualized)
+19.09%
5 Years (annualized)
+11.98%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EQNTX 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
PROUpgrade to run

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)
+14.25%
Peer Avg (YTD)
+10.00%
vs Peers
+4.25%

EQNTX Mutual Fund Performance

EQNTX performance across multiple time periods: 1-month -3.31%, YTD 14.25%, 1-year 18.11%, 3-year 19.09%, 5-year 11.98%, 10-year 12.69%.

EQNTX 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.

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