EIBRX Mutual Fund

EIBRX Mutual Fund

NAV$5.07
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Returns Overview

1 Month
+1.13%
3 Months
+1.26%
6 Months
+1.73%
YTD
+2.42%
1 Year
+4.62%
3 Years (annualized)
+7.84%
5 Years (annualized)
+4.56%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBRX 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 US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+2.15%
vs Peers
+0.27%

EIBRX Mutual Fund Performance

EIBRX performance across multiple time periods: 1-month 1.13%, YTD 2.42%, 1-year 4.62%, 3-year 7.84%, 5-year 4.56%, 10-year 5.16%.

EIBRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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