EKSYX Mutual Fund

NAV$6.51

Returns Overview

1 Month
-1.51%
3 Months
+0.31%
6 Months
+0.15%
YTD
+1.88%
1 Year
+14.77%
3 Years (annualized)
+13.65%
5 Years (annualized)
+6.41%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EKSYX 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 Cash Pay High Yield Index(^IBUCPHYI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+4.14%
vs Peers
-2.26%

EKSYX Mutual Fund Performance

EKSYX performance across multiple time periods: 1-month -1.51%, YTD 1.88%, 1-year 14.77%, 3-year 13.65%, 5-year 6.41%, 10-year 6.94%.

EKSYX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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