EKJAX Mutual Fund

EKJAX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-6.83%
3 Months
-4.15%
6 Months
-7.02%
YTD
-4.76%
1 Year
-8.13%
3 Years (annualized)
+20.95%
5 Years (annualized)
+4.88%
10 Years (annualized)
+14.30%

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)
-4.76%
Peer Avg (YTD)
+5.23%
vs Peers
-9.99%

EKJAX Mutual Fund Performance

EKJAX performance across multiple time periods: 1-month -6.83%, YTD -4.76%, 1-year -8.13%, 3-year 20.95%, 5-year 4.88%, 10-year 14.30%.

EKJAX returns trail the peer average of 5.23% 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.