EBSIX Mutual Fund

EBSIX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
-1.49%
3 Months
-3.69%
6 Months
+3.44%
YTD
+5.20%
1 Year
+4.91%
3 Years (annualized)
+4.28%
5 Years (annualized)
+8.00%
10 Years (annualized)
+5.00%

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
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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)
+5.20%
Peer Avg (YTD)
+2.39%
vs Peers
+2.81%

EBSIX Mutual Fund Performance

EBSIX performance across multiple time periods: 1-month -1.49%, YTD 5.20%, 1-year 4.91%, 3-year 4.28%, 5-year 8.00%, 10-year 5.00%.

EBSIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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