EKSCX Mutual Fund

NAV$6.87

Returns Overview

1 Month
+0.04%
3 Months
+6.19%
6 Months
+6.00%
YTD
+5.68%
1 Year
+13.50%
3 Years (annualized)
+12.42%
5 Years (annualized)
+5.30%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+4.14%
vs Peers
+1.53%

EKSCX Mutual Fund Performance

EKSCX performance across multiple time periods: 1-month 0.04%, YTD 5.68%, 1-year 13.50%, 3-year 12.42%, 5-year 5.30%, 10-year 5.79%.

EKSCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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