EKJFX Mutual Fund

NAV$12.75

Returns Overview

1 Month
+1.62%
3 Months
+18.42%
6 Months
+7.42%
YTD
+6.89%
1 Year
+12.44%
3 Years (annualized)
+35.23%
5 Years (annualized)
+20.08%
10 Years (annualized)
+23.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKJFX 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)
+6.89%
Peer Avg (YTD)
+8.97%
vs Peers
-2.08%

EKJFX Mutual Fund Performance

EKJFX performance across multiple time periods: 1-month 1.62%, YTD 6.89%, 1-year 12.44%, 3-year 35.23%, 5-year 20.08%, 10-year 23.00%.

EKJFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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