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Equinox Aspect Core Diversified Strat I (EQAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.770.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return-2.00%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)8.48%
Worst 1-yr total return (3 Feb 2019)-12.73%
Best 3-yr total return8.48%
Worst 3-yr total return-5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQAIXCategory
YTD0.82%6.19%
1-month-4.94%-1.44%
3-month-1.92%2.66%
1-year1.93%11.75%
3-year3.77%3.74%
5-year-1.22%0.99%
10-year0.00%0.36%
Last bull market0.00%-2.26%
Last bear market0.00%-6.61%

Annual total return (%) history

Year
EQAIXCategory
2021
N/AN/A
2020
1.10%2.83%
2019
8.48%4.67%
2018
-12.73%-5.78%
2017
1.78%3.05%
2016
-4.25%-2.75%
2015
0.96%-0.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.58%1.19%0.94%N/A
20205.40%-3.84%-2.54%2.36%
20193.76%3.85%3.17%-2.43%
2018-3.49%-2.55%0.33%-7.51%
2017-0.52%-3.99%1.42%5.07%
2016-0.20%-0.20%-0.89%-3.01%
20154.82%-6.13%2.88%-0.26%

Rank in category (by total return)

YTD62
1-month26
3-month23
1-year68
3-year55
5-year74

Load adjusted returns

1-year6.21%
3-year1.72%
5-year-0.40%
10-yearN/A