EKBCX Mutual Fund

EKBCX Mutual Fund

NAV$19.17
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Returns Overview

1 Month
-6.29%
3 Months
+6.84%
6 Months
+19.29%
YTD
+29.07%
1 Year
+42.63%
3 Years (annualized)
+25.83%
5 Years (annualized)
+16.39%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKBCX 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)
+29.07%
Peer Avg (YTD)
+6.57%
vs Peers
+22.50%

EKBCX Mutual Fund Performance

EKBCX performance across multiple time periods: 1-month -6.29%, YTD 29.07%, 1-year 42.63%, 3-year 25.83%, 5-year 16.39%, 10-year 14.04%.

EKBCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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