EKWCX Mutual Fund

EKWCX Mutual Fund

NAV$129.34
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Returns Overview

1 Month
-10.45%
3 Months
+15.03%
6 Months
-5.36%
YTD
+4.03%
1 Year
+20.99%
3 Years (annualized)
+56.00%
5 Years (annualized)
+29.07%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKWCX 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
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
+4.03%
Peer Avg (YTD)
+7.76%
vs Peers
-3.72%

EKWCX Mutual Fund Performance

EKWCX performance across multiple time periods: 1-month -10.45%, YTD 4.03%, 1-year 20.99%, 3-year 56.00%, 5-year 29.07%, 10-year 15.24%.

EKWCX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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