EKGCX Mutual Fund

NAV$20.45

Returns Overview

1 Month
-0.48%
3 Months
+1.37%
6 Months
+6.53%
YTD
+1.67%
1 Year
+1.71%
3 Years (annualized)
+7.66%
5 Years (annualized)
+9.85%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKGCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Small Cap Index(MSWSMI)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+5.41%
vs Peers
-3.74%

EKGCX Mutual Fund Performance

EKGCX performance across multiple time periods: 1-month -0.48%, YTD 1.67%, 1-year 1.71%, 3-year 7.66%, 5-year 9.85%, 10-year 8.28%.

EKGCX returns trail the peer average of 5.41% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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