EKJAX Mutual Fund

NAV$9.68

Returns Overview

1 Month
+1.51%
3 Months
+18.29%
6 Months
+7.11%
YTD
+6.66%
1 Year
+11.91%
3 Years (annualized)
+35.44%
5 Years (annualized)
+20.33%
10 Years (annualized)
+27.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKJAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+8.97%
vs Peers
-2.31%

EKJAX Mutual Fund Performance

EKJAX performance across multiple time periods: 1-month 1.51%, YTD 6.66%, 1-year 11.91%, 3-year 35.44%, 5-year 20.33%, 10-year 27.06%.

EKJAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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