EKBYX Mutual Fund

EKBYX Mutual Fund

NAV$20.38
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Returns Overview

1 Month
+2.06%
3 Months
+0.98%
6 Months
+18.01%
YTD
+32.59%
1 Year
+48.17%
3 Years (annualized)
+28.84%
5 Years (annualized)
+17.71%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKBYX 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)
+32.59%
Peer Avg (YTD)
+7.17%
vs Peers
+25.42%

EKBYX Mutual Fund Performance

EKBYX performance across multiple time periods: 1-month 2.06%, YTD 32.59%, 1-year 48.17%, 3-year 28.84%, 5-year 17.71%, 10-year 15.31%.

EKBYX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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