EBSAX Mutual Fund

EBSAX Mutual Fund

NAV$10.60
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Returns Overview

1 Month
+3.17%
3 Months
+0.80%
6 Months
+4.34%
YTD
+8.38%
1 Year
+8.55%
3 Years (annualized)
+4.92%
5 Years (annualized)
+8.64%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BarclayHedge BTOP50 Index
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+4.75%
vs Peers
+3.63%

EBSAX Mutual Fund Performance

EBSAX performance across multiple time periods: 1-month 3.17%, YTD 8.38%, 1-year 8.55%, 3-year 4.92%, 5-year 8.64%, 10-year 5.53%.

EBSAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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