EKSAX Mutual Fund

EKSAX Mutual Fund

NAV$6.69
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Returns Overview

1 Month
-2.83%
3 Months
-1.81%
6 Months
+4.33%
YTD
+4.16%
1 Year
+7.24%
3 Years (annualized)
+13.16%
5 Years (annualized)
+5.88%
10 Years (annualized)
+6.16%

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)
+4.16%
Peer Avg (YTD)
+2.46%
vs Peers
+1.71%

EKSAX Mutual Fund Performance

EKSAX performance across multiple time periods: 1-month -2.83%, YTD 4.16%, 1-year 7.24%, 3-year 13.16%, 5-year 5.88%, 10-year 6.16%.

EKSAX returns outperform the peer average of 2.46% 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.