EKHRX Mutual Fund

EKHRX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+4.23%
3 Months
-0.78%
6 Months
-0.17%
YTD
+1.68%
1 Year
+1.88%
3 Years (annualized)
+6.05%
5 Years (annualized)
+0.65%
10 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKHRX 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
PROUpgrade to run
🏦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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
-0.87%
vs Peers
+2.54%

EKHRX Mutual Fund Performance

EKHRX performance across multiple time periods: 1-month 4.23%, YTD 1.68%, 1-year 1.88%, 3-year 6.05%, 5-year 0.65%, 10-year 2.88%.

EKHRX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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