EKGAX Mutual Fund

EKGAX Mutual Fund

NAV$43.36
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Returns Overview

1 Month
+4.48%
3 Months
+16.63%
6 Months
+10.27%
YTD
+10.03%
1 Year
+11.28%
3 Years (annualized)
+4.70%
5 Years (annualized)
+2.77%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKGAX 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
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+18.52%
vs Peers
-8.49%

EKGAX Mutual Fund Performance

EKGAX performance across multiple time periods: 1-month 4.48%, YTD 10.03%, 1-year 11.28%, 3-year 4.70%, 5-year 2.77%, 10-year 8.68%.

EKGAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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