ESBLX Mutual Fund

ESBLX Mutual Fund

NAV$7.80
See how much of ESBLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.04%
3 Months
+0.45%
6 Months
+2.17%
YTD
+1.35%
1 Year
+2.35%
3 Years (annualized)
+5.60%
5 Years (annualized)
+4.74%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ESBLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+2.15%
vs Peers
-0.81%

ESBLX Mutual Fund Performance

ESBLX performance across multiple time periods: 1-month 0.04%, YTD 1.35%, 1-year 2.35%, 3-year 5.60%, 5-year 4.74%, 10-year 4.63%.

ESBLX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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