EKJAX Mutual Fund

EKJAX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-6.84%
3 Months
-2.99%
6 Months
+1.95%
YTD
-0.63%
1 Year
+1.13%
3 Years (annualized)
+19.05%
5 Years (annualized)
+6.87%
10 Years (annualized)
+14.37%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.63%
Peer Avg (YTD)
+6.23%
vs Peers
-6.87%

EKJAX Mutual Fund Performance

EKJAX performance across multiple time periods: 1-month -6.84%, YTD -0.63%, 1-year 1.13%, 3-year 19.05%, 5-year 6.87%, 10-year 14.37%.

EKJAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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