ESBLX Mutual Fund

ESBLX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+0.54%
3 Months
+0.94%
6 Months
+1.36%
YTD
+1.30%
1 Year
+2.69%
3 Years (annualized)
+5.97%
5 Years (annualized)
+4.86%
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
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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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+0.12%
vs Peers
+1.18%

ESBLX Mutual Fund Performance

ESBLX performance across multiple time periods: 1-month 0.54%, YTD 1.30%, 1-year 2.69%, 3-year 5.97%, 5-year 4.86%, 10-year 4.63%.

ESBLX returns outperform the peer average of 0.12% 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.