EKBAX Mutual Fund

EKBAX Mutual Fund

NAV$20.00
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Returns Overview

1 Month
-6.22%
3 Months
+7.07%
6 Months
+19.75%
YTD
+29.72%
1 Year
+43.42%
3 Years (annualized)
+26.77%
5 Years (annualized)
+17.28%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKBAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+29.72%
Peer Avg (YTD)
+6.57%
vs Peers
+23.15%

EKBAX Mutual Fund Performance

EKBAX performance across multiple time periods: 1-month -6.22%, YTD 29.72%, 1-year 43.42%, 3-year 26.77%, 5-year 17.28%, 10-year 14.90%.

EKBAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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