EKVCX Mutual Fund

NAV$10.71

Returns Overview

1 Month
+0.85%
3 Months
+4.01%
6 Months
+3.25%
YTD
+1.76%
1 Year
+2.15%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKVCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+2.13%
vs Peers
-0.37%

EKVCX Mutual Fund Performance

EKVCX performance across multiple time periods: 1-month 0.85%, YTD 1.76%, 1-year 2.15%, 3-year 4.04%, 5-year 0.21%, 10-year 1.21%.

EKVCX returns trail the peer average of 2.13% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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