EKHIX Mutual Fund

EKHIX Mutual Fund

NAV$2.92
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Returns Overview

1 Month
+1.22%
3 Months
+1.33%
6 Months
+2.35%
YTD
+3.16%
1 Year
+5.17%
3 Years (annualized)
+8.06%
5 Years (annualized)
+3.70%
10 Years (annualized)
+4.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKHIX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+2.15%
vs Peers
+1.00%

EKHIX Mutual Fund Performance

EKHIX performance across multiple time periods: 1-month 1.22%, YTD 3.16%, 1-year 5.17%, 3-year 8.06%, 5-year 3.70%, 10-year 4.59%.

EKHIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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