EKJFX Mutual Fund

EKJFX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-6.83%
3 Months
-2.92%
6 Months
+2.16%
YTD
+0.08%
1 Year
+1.57%
3 Years (annualized)
+19.57%
5 Years (annualized)
+7.35%
10 Years (annualized)
+14.89%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+6.23%
vs Peers
-6.15%

EKJFX Mutual Fund Performance

EKJFX performance across multiple time periods: 1-month -6.83%, YTD 0.08%, 1-year 1.57%, 3-year 19.57%, 5-year 7.35%, 10-year 14.89%.

EKJFX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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