EIBIX Mutual Fund

EIBIX Mutual Fund

NAV$5.13
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Returns Overview

1 Month
-0.43%
3 Months
+0.44%
6 Months
+0.88%
YTD
+1.22%
1 Year
+4.69%
3 Years (annualized)
+7.45%
5 Years (annualized)
+4.32%
10 Years (annualized)
+5.13%

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)
+1.22%
Peer Avg (YTD)
+0.12%
vs Peers
+1.10%

EIBIX Mutual Fund Performance

EIBIX performance across multiple time periods: 1-month -0.43%, YTD 1.22%, 1-year 4.69%, 3-year 7.45%, 5-year 4.32%, 10-year 5.13%.

EIBIX returns outperform the peer average of 0.12% 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.