EKBYX Mutual Fund

EKBYX Mutual Fund

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Returns Overview

1 Month
-6.24%
3 Months
+7.12%
6 Months
+19.90%
YTD
+29.91%
1 Year
+43.79%
3 Years (annualized)
+27.20%
5 Years (annualized)
+17.66%
10 Years (annualized)
+14.61%

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
PROUpgrade to run
🏦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)
+29.91%
Peer Avg (YTD)
+6.57%
vs Peers
+23.34%

EKBYX Mutual Fund Performance

EKBYX performance across multiple time periods: 1-month -6.24%, YTD 29.91%, 1-year 43.79%, 3-year 27.20%, 5-year 17.66%, 10-year 14.61%.

EKBYX returns outperform the peer average of 6.57% 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.