EKWYX Mutual Fund

EKWYX Mutual Fund

NAV$152.29
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Returns Overview

1 Month
-10.38%
3 Months
+15.34%
6 Months
-4.86%
YTD
+4.86%
1 Year
+22.29%
3 Years (annualized)
+57.65%
5 Years (annualized)
+30.44%
10 Years (annualized)
+16.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKWYX 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)
+4.86%
Peer Avg (YTD)
+7.76%
vs Peers
-2.90%

EKWYX Mutual Fund Performance

EKWYX performance across multiple time periods: 1-month -10.38%, YTD 4.86%, 1-year 22.29%, 3-year 57.65%, 5-year 30.44%, 10-year 16.46%.

EKWYX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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