EKJCX Mutual Fund

NAV$3.23

Returns Overview

1 Month
+1.51%
3 Months
+5.31%
6 Months
+31.13%
YTD
+19.93%
1 Year
+81.06%
3 Years (annualized)
+71.65%
5 Years (annualized)
+46.80%
10 Years (annualized)
+29.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKJCX 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)
+19.93%
Peer Avg (YTD)
+17.27%
vs Peers
+2.66%

EKJCX Mutual Fund Performance

EKJCX performance across multiple time periods: 1-month 1.51%, YTD 19.93%, 1-year 81.06%, 3-year 71.65%, 5-year 46.80%, 10-year 29.86%.

EKJCX returns outperform the peer average of 17.27% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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