EKSCX Mutual Fund

EKSCX Mutual Fund

NAV$6.71
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Returns Overview

1 Month
-3.02%
3 Months
-2.13%
6 Months
+3.94%
YTD
+3.43%
1 Year
+6.43%
3 Years (annualized)
+12.34%
5 Years (annualized)
+5.12%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSCX 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 Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+2.46%
vs Peers
+0.97%

EKSCX Mutual Fund Performance

EKSCX performance across multiple time periods: 1-month -3.02%, YTD 3.43%, 1-year 6.43%, 3-year 12.34%, 5-year 5.12%, 10-year 5.37%.

EKSCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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