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MONEY
Best savings accounts that offer above inflation rates
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Even Keel Multi-Asset Managed Risk F (EKAFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.36
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★
Year-to-date return
N/A
5-year average return
N/A
Number of years up
N/A
Number of years down
1
Best 1-yr total return (Invalid Date)
-5.92%
Worst 1-yr total return (Invalid Date)
-5.92%
Best 3-yr total return
-5.92%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
EKAFX
Category
YTD
4.90%
9.69%
1-month
0.55%
0.91%
3-month
2.45%
5.21%
1-year
3.67%
27.06%
3-year
3.25%
11.00%
5-year
0.00%
10.26%
10-year
0.00%
8.34%
Last bull market
0.00%
15.58%
Last bear market
0.00%
-12.16%
Annual total return (%) history
Year
EKAFX
Category
2016
N/A
7.34%
2015
-5.92%
-1.93%
2014
N/A
6.21%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2016
1.47%
0.45%
N/A
N/A
2015
0.59%
-0.92%
-5.74%
0.15%
2014
1.18%
N/A
N/A
N/A
Rank in category (by total return)
YTD
75
1-month
15
3-month
89
1-year
91
3-year
96
5-year
N/A
Load adjusted returns
1-year
2.63%
3-year
2.90%
5-year
N/A
10-year
N/A
Data disclaimer
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