EKBDX Mutual Fund

NAV$15.27

Returns Overview

1 Month
-0.67%
3 Months
+10.94%
6 Months
+10.89%
YTD
+8.87%
1 Year
+12.78%
3 Years (annualized)
+16.37%
5 Years (annualized)
+11.71%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKBDX 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)
+8.87%
Peer Avg (YTD)
+6.52%
vs Peers
+2.34%

EKBDX Mutual Fund Performance

EKBDX performance across multiple time periods: 1-month -0.67%, YTD 8.87%, 1-year 12.78%, 3-year 16.37%, 5-year 11.71%, 10-year 11.78%.

EKBDX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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