EKHAX Mutual Fund

NAV$2.99

Returns Overview

1 Month
-0.66%
3 Months
-0.99%
6 Months
-1.97%
YTD
-1.64%
1 Year
+5.20%
3 Years (annualized)
+7.95%
5 Years (annualized)
+3.51%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKHAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-1.64%
Peer Avg (YTD)
+3.23%
vs Peers
-4.87%

EKHAX Mutual Fund Performance

EKHAX performance across multiple time periods: 1-month -0.66%, YTD -1.64%, 1-year 5.20%, 3-year 7.95%, 5-year 3.51%, 10-year 4.81%.

EKHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

EKHAX performance comparison shows side-by-side returns with another fund. EKHAX alternatives are available in the Mutual Fund Screener.