Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEQAX | 4.11% | 10.34% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/04/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEQAX | 10/04/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 10.34 | NA | NA | NA | NA | NA | … | … | 4.11 | 3.81 | -6.04 |
| Sharpe Ratio | NA | 1.15 | NA | NA | NA | NA | NA | … | … | 1.12 | 0.07 | -2.37 |
| Standard Deviation(%) | NA | 8.60 | NA | NA | NA | NA | NA | … | … | 8.53 | 13.54 | 11.04 |
| Draw Down(%) | NA | 5.92 | NA | NA | NA | NA | NA | … | … | 5.92 | 12.00 | 7.60 |
| Yield(%) | 0.00 | 1.35 | 0.89 | 0.53 | 0.27 | 0.18 | 0.13 | … | … | 0.00 | 1.67 | 1.12 |
Data as of 06/08/2026, Common starting date is 10/04/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEQAX (EEQAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEQAX (EEQAX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart