EBSFX Mutual Fund

EBSFX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-0.83%
3 Months
-0.18%
6 Months
+0.67%
YTD
+1.23%
1 Year
+2.66%
3 Years (annualized)
+6.39%
5 Years (annualized)
+3.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSFX 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
ICE BofA US Corporate & Government 1-10 Year Index
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+4.96%
vs Peers
-3.73%

EBSFX Mutual Fund Performance

EBSFX performance across multiple time periods: 1-month -0.83%, YTD 1.23%, 1-year 2.66%, 3-year 6.39%, 5-year 3.64%.

EBSFX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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