EIBIX Mutual Fund

EIBIX Mutual Fund

NAV$5.05
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Returns Overview

1 Month
+0.93%
3 Months
+1.23%
6 Months
+1.68%
YTD
+2.16%
1 Year
+4.53%
3 Years (annualized)
+7.67%
5 Years (annualized)
+4.42%
10 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBIX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+2.15%
vs Peers
+0.01%

EIBIX Mutual Fund Performance

EIBIX performance across multiple time periods: 1-month 0.93%, YTD 2.16%, 1-year 4.53%, 3-year 7.67%, 5-year 4.42%, 10-year 5.04%.

EIBIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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