EKWAX Mutual Fund

EKWAX Mutual Fund

NAV$148.56
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Returns Overview

1 Month
+31.23%
3 Months
+9.71%
6 Months
-14.12%
YTD
+15.48%
1 Year
+61.13%
3 Years (annualized)
+57.18%
5 Years (annualized)
+30.05%
10 Years (annualized)
+16.11%

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
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📉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)
+15.48%
Peer Avg (YTD)
+16.13%
vs Peers
-0.65%

EKWAX Mutual Fund Performance

EKWAX performance across multiple time periods: 1-month 31.23%, YTD 15.48%, 1-year 61.13%, 3-year 57.18%, 5-year 30.05%, 10-year 16.11%.

EKWAX returns trail the peer average of 16.13% 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.