EKHRX Mutual Fund

EKHRX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
-1.61%
3 Months
+0.61%
6 Months
+1.82%
YTD
+2.47%
1 Year
+8.61%
3 Years (annualized)
+4.46%
5 Years (annualized)
+0.84%
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)
+2.47%
Peer Avg (YTD)
+0.23%
vs Peers
+2.24%

EKHRX Mutual Fund Performance

EKHRX performance across multiple time periods: 1-month -1.61%, YTD 2.47%, 1-year 8.61%, 3-year 4.46%, 5-year 0.84%, 10-year 2.88%.

EKHRX returns outperform the peer average of 0.23% 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.