EKBCX Mutual Fund

NAV$20.05

Returns Overview

1 Month
+5.41%
3 Months
+28.48%
6 Months
+37.73%
YTD
+34.42%
1 Year
+56.43%
3 Years (annualized)
+29.60%
5 Years (annualized)
+19.68%
10 Years (annualized)
+16.09%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+34.42%
Peer Avg (YTD)
+6.73%
vs Peers
+27.69%

EKBCX Mutual Fund Performance

EKBCX performance across multiple time periods: 1-month 5.41%, YTD 34.42%, 1-year 56.43%, 3-year 29.60%, 5-year 19.68%, 10-year 16.09%.

EKBCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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