EKWYX Mutual Fund

EKWYX Mutual Fund

NAV$164.44
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Returns Overview

1 Month
-1.96%
3 Months
-14.46%
6 Months
-18.78%
YTD
-10.87%
1 Year
+50.31%
3 Years (annualized)
+41.09%
5 Years (annualized)
+22.19%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKWYX 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)
-10.87%
Peer Avg (YTD)
-3.00%
vs Peers
-7.87%

EKWYX Mutual Fund Performance

EKWYX performance across multiple time periods: 1-month -1.96%, YTD -10.87%, 1-year 50.31%, 3-year 41.09%, 5-year 22.19%, 10-year 11.52%.

EKWYX returns trail the peer average of -3.00% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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