EKHCX Mutual Fund

NAV$3.05
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Returns Overview

1 Month
-0.33%
3 Months
+1.28%
6 Months
+5.17%
YTD
+5.20%
1 Year
+6.60%
3 Years (annualized)
+7.79%
5 Years (annualized)
+3.13%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKHCX 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

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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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+5.26%
vs Peers
-0.06%

EKHCX Mutual Fund Performance

EKHCX performance across multiple time periods: 1-month -0.33%, YTD 5.20%, 1-year 6.60%, 3-year 7.79%, 5-year 3.13%, 10-year 3.81%.

EKHCX returns trail the peer average of 5.26% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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