EKGYX Mutual Fund

EKGYX Mutual Fund

NAV$40.44
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Returns Overview

1 Month
+4.43%
3 Months
+6.00%
6 Months
+4.14%
YTD
+5.26%
1 Year
-1.34%
3 Years (annualized)
+7.13%
5 Years (annualized)
+8.09%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKGYX 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)
+5.26%
Peer Avg (YTD)
+4.49%
vs Peers
+0.78%

EKGYX Mutual Fund Performance

EKGYX performance across multiple time periods: 1-month 4.43%, YTD 5.26%, 1-year -1.34%, 3-year 7.13%, 5-year 8.09%, 10-year 8.24%.

EKGYX returns outperform the peer average of 4.49% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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