EKSAX Mutual Fund

EKSAX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
-0.30%
3 Months
-0.73%
6 Months
+0.93%
YTD
+3.85%
1 Year
+5.35%
3 Years (annualized)
+13.41%
5 Years (annualized)
+5.27%
10 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSAX 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
ICE BofA US Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+3.85%
Peer Avg (YTD)
+2.95%
vs Peers
+0.90%

EKSAX Mutual Fund Performance

EKSAX performance across multiple time periods: 1-month -0.30%, YTD 3.85%, 1-year 5.35%, 3-year 13.41%, 5-year 5.27%, 10-year 5.82%.

EKSAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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