EKSDX Mutual Fund

EKSDX Mutual Fund

NAV$6.28
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Returns Overview

1 Month
+1.21%
3 Months
+5.15%
6 Months
+6.56%
YTD
+9.51%
1 Year
+10.64%
3 Years (annualized)
+10.98%
5 Years (annualized)
+5.87%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSDX 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
ICE BofA US Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+3.98%
vs Peers
+5.54%

EKSDX Mutual Fund Performance

EKSDX performance across multiple time periods: 1-month 1.21%, YTD 9.51%, 1-year 10.64%, 3-year 10.98%, 5-year 5.87%, 10-year 6.17%.

EKSDX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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