EKGAX Mutual Fund

EKGAX Mutual Fund

NAV$42.16
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Returns Overview

1 Month
+1.09%
3 Months
+8.99%
6 Months
+6.68%
YTD
+11.23%
1 Year
+15.91%
3 Years (annualized)
+4.47%
5 Years (annualized)
-0.08%
10 Years (annualized)
+6.40%

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)
+11.23%
Peer Avg (YTD)
+15.31%
vs Peers
-4.08%

EKGAX Mutual Fund Performance

EKGAX performance across multiple time periods: 1-month 1.09%, YTD 11.23%, 1-year 15.91%, 3-year 4.47%, 5-year -0.08%, 10-year 6.40%.

EKGAX returns trail the peer average of 15.31% 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.