EKWCX Mutual Fund

EKWCX Mutual Fund

NAV$133.82
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Returns Overview

1 Month
-14.75%
3 Months
-17.73%
6 Months
-10.56%
YTD
-9.56%
1 Year
+47.35%
3 Years (annualized)
+42.06%
5 Years (annualized)
+22.30%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKWCX 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)
-9.56%
Peer Avg (YTD)
-2.18%
vs Peers
-7.38%

EKWCX Mutual Fund Performance

EKWCX performance across multiple time periods: 1-month -14.75%, YTD -9.56%, 1-year 47.35%, 3-year 42.06%, 5-year 22.30%, 10-year 11.48%.

EKWCX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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