EBSZX Mutual Fund

EBSZX Mutual Fund

NAV$10.24
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Returns Overview

1 Month
+1.80%
3 Months
+1.79%
6 Months
+4.34%
YTD
+7.21%
1 Year
+8.64%
3 Years (annualized)
+9.12%
5 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSZX 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
ICE BofA Yield Alternatives US Convertible Index
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+2.95%
vs Peers
+4.25%

EBSZX Mutual Fund Performance

EBSZX performance across multiple time periods: 1-month 1.80%, YTD 7.21%, 1-year 8.64%, 3-year 9.12%, 5-year 5.08%.

EBSZX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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