EBSPX Mutual Fund

EBSPX Mutual Fund

NAV$8.24
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Returns Overview

3 Months
+3.69%
6 Months
+5.28%
YTD
+0.16%
1 Year
-3.13%
3 Years (annualized)
+0.89%
5 Years (annualized)
-2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSPX 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
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📉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

EBSPX Mutual Fund Performance

EBSPX performance across multiple time periods: YTD 0.16%, 1-year -3.13%, 3-year 0.89%, 5-year -2.72%.

EBSPX returns can be compared against peers and benchmarks. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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