EKJAX Mutual Fund

EKJAX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+2.33%
3 Months
-4.16%
6 Months
+13.36%
YTD
+2.22%
1 Year
+0.06%
3 Years (annualized)
+19.77%
5 Years (annualized)
+6.35%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKJAX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+8.67%
vs Peers
-6.45%

EKJAX Mutual Fund Performance

EKJAX performance across multiple time periods: 1-month 2.33%, YTD 2.22%, 1-year 0.06%, 3-year 19.77%, 5-year 6.35%, 10-year 14.50%.

EKJAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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