EBSIX Mutual Fund

EBSIX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
+4.79%
3 Months
+6.55%
6 Months
+7.09%
YTD
+13.79%
1 Year
+11.31%
3 Years (annualized)
+5.21%
5 Years (annualized)
+6.44%
10 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSIX 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
BarclayHedge BTOP50 Index
This Mutual Fund (YTD)
+13.79%
Peer Avg (YTD)
+5.40%
vs Peers
+8.39%

EBSIX Mutual Fund Performance

EBSIX performance across multiple time periods: 1-month 4.79%, YTD 13.79%, 1-year 11.31%, 3-year 5.21%, 5-year 6.44%, 10-year 4.48%.

EBSIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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