EKJYX Mutual Fund

EKJYX Mutual Fund

NAV$12.02
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Returns Overview

1 Month
-6.81%
3 Months
-2.98%
6 Months
+2.03%
YTD
-0.50%
1 Year
+1.45%
3 Years (annualized)
+19.49%
5 Years (annualized)
+7.28%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKJYX 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)
-0.50%
Peer Avg (YTD)
+6.23%
vs Peers
-6.73%

EKJYX Mutual Fund Performance

EKJYX performance across multiple time periods: 1-month -6.81%, YTD -0.50%, 1-year 1.45%, 3-year 19.49%, 5-year 7.28%, 10-year 14.82%.

EKJYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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