EKSAX Mutual Fund

NAV$6.74

Returns Overview

1 Month
+0.10%
3 Months
+6.25%
6 Months
+6.40%
YTD
+6.08%
1 Year
+14.41%
3 Years (annualized)
+13.26%
5 Years (annualized)
+6.09%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+4.14%
vs Peers
+1.94%

EKSAX Mutual Fund Performance

EKSAX performance across multiple time periods: 1-month 0.10%, YTD 6.08%, 1-year 14.41%, 3-year 13.26%, 5-year 6.09%, 10-year 6.58%.

EKSAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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