EKWAX Mutual Fund

EKWAX Mutual Fund

NAV$169.46
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Returns Overview

1 Month
-1.98%
3 Months
-14.52%
6 Months
-18.91%
YTD
-11.02%
1 Year
+49.84%
3 Years (annualized)
+40.67%
5 Years (annualized)
+21.83%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKWAX 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
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
-11.02%
Peer Avg (YTD)
-3.00%
vs Peers
-8.03%

EKWAX Mutual Fund Performance

EKWAX performance across multiple time periods: 1-month -1.98%, YTD -11.02%, 1-year 49.84%, 3-year 40.67%, 5-year 21.83%, 10-year 11.19%.

EKWAX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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