EBNEX Mutual Fund

EBNEX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-2.46%
3 Months
-2.19%
6 Months
+1.79%
YTD
+0.38%
1 Year
+2.75%
3 Years (annualized)
+8.11%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBNEX 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
J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
-0.77%
vs Peers
+1.15%

EBNEX Mutual Fund Performance

EBNEX performance across multiple time periods: 1-month -2.46%, YTD 0.38%, 1-year 2.75%, 3-year 8.11%, 5-year 2.88%, 10-year 4.04%.

EBNEX returns outperform the peer average of -0.77% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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