EBSAX Mutual Fund

NAV$9.94

Returns Overview

1 Month
-0.80%
3 Months
+0.40%
6 Months
+7.47%
YTD
+6.66%
1 Year
+4.75%
3 Years (annualized)
+3.70%
5 Years (annualized)
+5.73%
10 Years (annualized)
+3.15%

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
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
BarclayHedge BTOP50 Index
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+3.47%
vs Peers
+3.19%

EBSAX Mutual Fund Performance

EBSAX performance across multiple time periods: 1-month -0.80%, YTD 6.66%, 1-year 4.75%, 3-year 3.70%, 5-year 5.73%, 10-year 3.15%.

EBSAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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