EBSCX Mutual Fund

EBSCX Mutual Fund

NAV$9.81
See how much of EBSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.20%
3 Months
+0.65%
6 Months
+3.89%
YTD
+7.97%
1 Year
+7.77%
3 Years (annualized)
+4.15%
5 Years (annualized)
+7.81%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSCX 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)
+7.97%
Peer Avg (YTD)
+4.75%
vs Peers
+3.22%

EBSCX Mutual Fund Performance

EBSCX performance across multiple time periods: 1-month 3.20%, YTD 7.97%, 1-year 7.77%, 3-year 4.15%, 5-year 7.81%, 10-year 4.74%.

EBSCX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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