EKJFX Mutual Fund

EKJFX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+2.51%
3 Months
-4.02%
6 Months
+13.66%
YTD
+2.60%
1 Year
+0.58%
3 Years (annualized)
+32.10%
5 Years (annualized)
+17.07%
10 Years (annualized)
+21.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKJFX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+8.67%
vs Peers
-6.07%

EKJFX Mutual Fund Performance

EKJFX performance across multiple time periods: 1-month 2.51%, YTD 2.60%, 1-year 0.58%, 3-year 32.10%, 5-year 17.07%, 10-year 21.59%.

EKJFX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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