EKBCX Mutual Fund

EKBCX Mutual Fund

NAV$19.94
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Returns Overview

1 Month
-0.71%
3 Months
-5.08%
6 Months
+21.95%
YTD
+27.59%
1 Year
+38.94%
3 Years (annualized)
+27.47%
5 Years (annualized)
+16.47%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKBCX 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)
+27.59%
Peer Avg (YTD)
+6.10%
vs Peers
+21.49%

EKBCX Mutual Fund Performance

EKBCX performance across multiple time periods: 1-month -0.71%, YTD 27.59%, 1-year 38.94%, 3-year 27.47%, 5-year 16.47%, 10-year 14.09%.

EKBCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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