EKHYX Mutual Fund

EKHYX Mutual Fund

NAV$3.07
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Returns Overview

1 Month
+0.88%
3 Months
+3.36%
6 Months
+3.78%
YTD
+5.67%
1 Year
+7.75%
3 Years (annualized)
+8.61%
5 Years (annualized)
+3.88%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKHYX 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)
+5.67%
Peer Avg (YTD)
+3.93%
vs Peers
+1.75%

EKHYX Mutual Fund Performance

EKHYX performance across multiple time periods: 1-month 0.88%, YTD 5.67%, 1-year 7.75%, 3-year 8.61%, 5-year 3.88%, 10-year 4.76%.

EKHYX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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