EKWAX Mutual Fund

EKWAX Mutual Fund

NAV$154.66
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Returns Overview

1 Month
-14.70%
3 Months
-17.57%
6 Months
-10.22%
YTD
-9.23%
1 Year
+48.47%
3 Years (annualized)
+43.14%
5 Years (annualized)
+23.23%
10 Years (annualized)
+12.32%

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)
-9.23%
Peer Avg (YTD)
-2.18%
vs Peers
-7.04%

EKWAX Mutual Fund Performance

EKWAX performance across multiple time periods: 1-month -14.70%, YTD -9.23%, 1-year 48.47%, 3-year 43.14%, 5-year 23.23%, 10-year 12.32%.

EKWAX returns trail the peer average of -2.18% 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.