EIBLX Mutual Fund

EIBLX Mutual Fund

NAV$7.77
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Returns Overview

1 Month
-0.09%
3 Months
+0.48%
6 Months
+2.01%
YTD
+1.08%
1 Year
+1.61%
3 Years (annualized)
+5.54%
5 Years (annualized)
+4.68%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBLX 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
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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)
+1.08%
Peer Avg (YTD)
+0.50%
vs Peers
+0.58%

EIBLX Mutual Fund Performance

EIBLX performance across multiple time periods: 1-month -0.09%, YTD 1.08%, 1-year 1.61%, 3-year 5.54%, 5-year 4.68%, 10-year 4.47%.

EIBLX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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