EKGIX Mutual Fund

EKGIX Mutual Fund

NAV$45.64
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Returns Overview

1 Month
+1.12%
3 Months
+9.07%
6 Months
+6.84%
YTD
+11.42%
1 Year
+16.26%
3 Years (annualized)
+4.34%
5 Years (annualized)
+0.25%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKGIX 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)
+11.42%
Peer Avg (YTD)
+15.31%
vs Peers
-3.89%

EKGIX Mutual Fund Performance

EKGIX performance across multiple time periods: 1-month 1.12%, YTD 11.42%, 1-year 16.26%, 3-year 4.34%, 5-year 0.25%, 10-year 6.48%.

EKGIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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