EKVYX Mutual Fund

EKVYX Mutual Fund

NAV$10.60
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Returns Overview

1 Month
-1.29%
3 Months
-0.08%
6 Months
+0.60%
YTD
+1.16%
1 Year
+6.11%
3 Years (annualized)
+3.49%
5 Years (annualized)
+0.69%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKVYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+0.23%
vs Peers
+0.93%

EKVYX Mutual Fund Performance

EKVYX performance across multiple time periods: 1-month -1.29%, YTD 1.16%, 1-year 6.11%, 3-year 3.49%, 5-year 0.69%, 10-year 1.93%.

EKVYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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