EBSCX Mutual Fund

NAV$9.16

Returns Overview

1 Month
-0.86%
3 Months
+0.22%
6 Months
+7.09%
YTD
+6.35%
1 Year
+3.94%
3 Years (annualized)
+2.92%
5 Years (annualized)
+4.78%
10 Years (annualized)
+3.14%

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

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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)
+6.35%
Peer Avg (YTD)
+3.47%
vs Peers
+2.88%

EBSCX Mutual Fund Performance

EBSCX performance across multiple time periods: 1-month -0.86%, YTD 6.35%, 1-year 3.94%, 3-year 2.92%, 5-year 4.78%, 10-year 3.14%.

EBSCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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