EBSAX Mutual Fund

EBSAX Mutual Fund

NAV$10.06
See how much of EBSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.51%
3 Months
-3.74%
6 Months
+3.27%
YTD
+5.05%
1 Year
+4.67%
3 Years (annualized)
+4.02%
5 Years (annualized)
+7.72%
10 Years (annualized)
+4.74%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BarclayHedge BTOP50 Index
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+2.39%
vs Peers
+2.66%

EBSAX Mutual Fund Performance

EBSAX performance across multiple time periods: 1-month -1.51%, YTD 5.05%, 1-year 4.67%, 3-year 4.02%, 5-year 7.72%, 10-year 4.74%.

EBSAX returns outperform the peer average of 2.39% 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.