EKBAX Mutual Fund

EKBAX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-0.62%
3 Months
-4.90%
6 Months
+22.41%
YTD
+28.32%
1 Year
+39.79%
3 Years (annualized)
+26.09%
5 Years (annualized)
+16.05%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKBAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+28.32%
Peer Avg (YTD)
+6.10%
vs Peers
+22.22%

EKBAX Mutual Fund Performance

EKBAX performance across multiple time periods: 1-month -0.62%, YTD 28.32%, 1-year 39.79%, 3-year 26.09%, 5-year 16.05%, 10-year 14.31%.

EKBAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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