EKSAX Mutual Fund

EKSAX Mutual Fund

NAV$6.77
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Returns Overview

1 Month
-1.39%
3 Months
+1.67%
6 Months
+2.94%
YTD
+4.61%
1 Year
+11.61%
3 Years (annualized)
+11.99%
5 Years (annualized)
+5.68%
10 Years (annualized)
+6.14%

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
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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)
+4.61%
Peer Avg (YTD)
+3.39%
vs Peers
+1.22%

EKSAX Mutual Fund Performance

EKSAX performance across multiple time periods: 1-month -1.39%, YTD 4.61%, 1-year 11.61%, 3-year 11.99%, 5-year 5.68%, 10-year 6.14%.

EKSAX returns outperform the peer average of 3.39% 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.