EKJYX Mutual Fund

EKJYX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
+1.57%
3 Months
+18.32%
6 Months
+7.31%
YTD
+6.78%
1 Year
+12.33%
3 Years (annualized)
+40.37%
5 Years (annualized)
+22.80%
10 Years (annualized)
+29.61%

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)
+6.78%
Peer Avg (YTD)
+8.97%
vs Peers
-2.19%

EKJYX Mutual Fund Performance

EKJYX performance across multiple time periods: 1-month 1.57%, YTD 6.78%, 1-year 12.33%, 3-year 40.37%, 5-year 22.80%, 10-year 29.61%.

EKJYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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