EKHAX Mutual Fund

EKHAX Mutual Fund

NAV$2.92
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Returns Overview

1 Month
-2.14%
3 Months
-1.45%
6 Months
+0.78%
YTD
+0.71%
1 Year
+1.13%
3 Years (annualized)
+7.55%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKHAX 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
PROUpgrade to run
🏦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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.50%
vs Peers
+0.21%

EKHAX Mutual Fund Performance

EKHAX performance across multiple time periods: 1-month -2.14%, YTD 0.71%, 1-year 1.13%, 3-year 7.55%, 5-year 3.31%, 10-year 4.43%.

EKHAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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