EKVYX Mutual Fund

EKVYX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-4.35%
3 Months
-5.93%
6 Months
-3.78%
YTD
-3.59%
1 Year
-2.40%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKVYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.59%
Peer Avg (YTD)
-3.82%
vs Peers
+0.23%

EKVYX Mutual Fund Performance

EKVYX performance across multiple time periods: 1-month -4.35%, YTD -3.59%, 1-year -2.40%, 3-year 3.76%, 5-year 0.67%, 10-year 1.88%.

EKVYX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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