EKGIX Mutual Fund

EKGIX Mutual Fund

NAV$44.35
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Returns Overview

1 Month
+1.18%
3 Months
+6.91%
6 Months
+7.84%
YTD
+12.73%
1 Year
+12.61%
3 Years (annualized)
+6.04%
5 Years (annualized)
-0.10%
10 Years (annualized)
+6.70%

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)
+12.73%
Peer Avg (YTD)
+15.20%
vs Peers
-2.46%

EKGIX Mutual Fund Performance

EKGIX performance across multiple time periods: 1-month 1.18%, YTD 12.73%, 1-year 12.61%, 3-year 6.04%, 5-year -0.10%, 10-year 6.70%.

EKGIX returns trail the peer average of 15.20% 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.