EABLX Mutual Fund

NAV$7.89

Returns Overview

1 Month
-0.16%
3 Months
+1.32%
6 Months
+0.46%
YTD
+0.46%
1 Year
+2.20%
3 Years (annualized)
+5.92%
5 Years (annualized)
+4.40%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EABLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+3.23%
vs Peers
-2.76%

EABLX Mutual Fund Performance

EABLX performance across multiple time periods: 1-month -0.16%, YTD 0.46%, 1-year 2.20%, 3-year 5.92%, 5-year 4.40%, 10-year 4.35%.

EABLX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

EABLX performance comparison shows side-by-side returns with another fund. EABLX alternatives are available in the Mutual Fund Screener.