EBNEX Mutual Fund

EBNEX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
-0.38%
3 Months
-2.11%
6 Months
-1.10%
YTD
-0.01%
1 Year
+1.61%
3 Years (annualized)
+8.32%
5 Years (annualized)
+2.78%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBNEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+0.04%
vs Peers
-0.05%

EBNEX Mutual Fund Performance

EBNEX performance across multiple time periods: 1-month -0.38%, YTD -0.01%, 1-year 1.61%, 3-year 8.32%, 5-year 2.78%, 10-year 3.68%.

EBNEX returns trail the peer average of 0.04% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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