EKGAX Mutual Fund

EKGAX Mutual Fund

NAV$41.16
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Returns Overview

1 Month
+1.30%
3 Months
-0.67%
6 Months
+8.26%
YTD
+10.49%
1 Year
+13.32%
3 Years (annualized)
+9.45%
5 Years (annualized)
-0.80%
10 Years (annualized)
+6.37%

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
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📉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)
+10.49%
Peer Avg (YTD)
+12.21%
vs Peers
-1.72%

EKGAX Mutual Fund Performance

EKGAX performance across multiple time periods: 1-month 1.30%, YTD 10.49%, 1-year 13.32%, 3-year 9.45%, 5-year -0.80%, 10-year 6.37%.

EKGAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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