ELBIX Mutual Fund

ELBIX Mutual Fund

NAV$7.01
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Returns Overview

1 Month
+0.57%
3 Months
-2.78%
6 Months
+2.38%
YTD
+0.67%
1 Year
+10.25%
3 Years (annualized)
+7.68%
5 Years (annualized)
+2.12%
10 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELBIX 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)
+0.67%
Peer Avg (YTD)
+2.24%
vs Peers
-1.57%

ELBIX Mutual Fund Performance

ELBIX performance across multiple time periods: 1-month 0.57%, YTD 0.67%, 1-year 10.25%, 3-year 7.68%, 5-year 2.12%, 10-year 3.25%.

ELBIX returns trail the peer average of 2.24% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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