EKIZX Mutual Fund

NAV$8.86
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.47%
3 Months
+1.21%
6 Months
+2.45%
YTD
+2.45%
1 Year
+5.62%
3 Years (annualized)
+5.01%
5 Years (annualized)
+3.15%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKIZX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg 6-Month Treasury Bill Index(BBG6MTBI)
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+2.93%
vs Peers
-0.47%

EKIZX Mutual Fund Performance

EKIZX performance across multiple time periods: 1-month 0.47%, YTD 2.45%, 1-year 5.62%, 3-year 5.01%, 5-year 3.15%, 10-year 2.17%.

EKIZX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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