ELBCX Mutual Fund

NAV$6.29

Returns Overview

1 Month
+0.64%
3 Months
-3.02%
6 Months
+1.90%
YTD
+0.19%
1 Year
+9.15%
3 Years (annualized)
+6.67%
5 Years (annualized)
+1.11%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELBCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan GBI-EM Diversified Index
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+2.24%
vs Peers
-2.05%

ELBCX Mutual Fund Performance

ELBCX performance across multiple time periods: 1-month 0.64%, YTD 0.19%, 1-year 9.15%, 3-year 6.67%, 5-year 1.11%, 10-year 2.24%.

ELBCX returns trail the peer average of 2.24% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

ELBCX performance comparison shows side-by-side returns with another fund. ELBCX alternatives are available in the Mutual Fund Screener.