ELBAX Mutual Fund

ELBAX Mutual Fund

NAV$6.58
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Returns Overview

1 Month
+0.61%
3 Months
-2.72%
6 Months
+2.32%
YTD
+0.51%
1 Year
+9.93%
3 Years (annualized)
+7.45%
5 Years (annualized)
+1.86%
10 Years (annualized)
+3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELBAX 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
JP Morgan GBI-EM Diversified Index
This Mutual Fund (YTD)
+0.51%
Peer Avg (YTD)
+2.24%
vs Peers
-1.73%

ELBAX Mutual Fund Performance

ELBAX performance across multiple time periods: 1-month 0.61%, YTD 0.51%, 1-year 9.93%, 3-year 7.45%, 5-year 1.86%, 10-year 3.01%.

ELBAX returns trail the peer average of 2.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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