EKSRX Mutual Fund

EKSRX Mutual Fund

NAV$6.44
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Returns Overview

1 Month
+2.15%
3 Months
+0.86%
6 Months
+3.77%
YTD
+7.11%
1 Year
+13.14%
3 Years (annualized)
+13.69%
5 Years (annualized)
+6.31%
10 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSRX 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)
+7.11%
Peer Avg (YTD)
+3.78%
vs Peers
+3.34%

EKSRX Mutual Fund Performance

EKSRX performance across multiple time periods: 1-month 2.15%, YTD 7.11%, 1-year 13.14%, 3-year 13.69%, 5-year 6.31%, 10-year 6.50%.

EKSRX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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