EBSFX Mutual Fund

EBSFX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+0.01%
3 Months
+0.45%
6 Months
+0.95%
YTD
+1.43%
1 Year
+4.49%
3 Years (annualized)
+6.25%
5 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSFX 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
ICE BofA US Corporate & Government 1-10 Year Index
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+5.54%
vs Peers
-4.11%

EBSFX Mutual Fund Performance

EBSFX performance across multiple time periods: 1-month 0.01%, YTD 1.43%, 1-year 4.49%, 3-year 6.25%, 5-year 3.50%.

EBSFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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