EBSIX Mutual Fund

NAV$10.02

Returns Overview

1 Month
-0.79%
3 Months
+0.50%
6 Months
+7.59%
YTD
+6.79%
1 Year
+4.99%
3 Years (annualized)
+3.96%
5 Years (annualized)
+6.03%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSIX 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)
+6.79%
Peer Avg (YTD)
+3.47%
vs Peers
+3.31%

EBSIX Mutual Fund Performance

EBSIX performance across multiple time periods: 1-month -0.79%, YTD 6.79%, 1-year 4.99%, 3-year 3.96%, 5-year 6.03%, 10-year 4.24%.

EBSIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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