EBSCX Mutual Fund

EBSCX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
-1.63%
3 Months
-4.03%
6 Months
+2.84%
YTD
+4.62%
1 Year
+3.73%
3 Years (annualized)
+3.21%
5 Years (annualized)
+6.91%
10 Years (annualized)
+3.95%

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
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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)
+4.62%
Peer Avg (YTD)
+2.39%
vs Peers
+2.23%

EBSCX Mutual Fund Performance

EBSCX performance across multiple time periods: 1-month -1.63%, YTD 4.62%, 1-year 3.73%, 3-year 3.21%, 5-year 6.91%, 10-year 3.95%.

EBSCX returns outperform the peer average of 2.39% 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.