EBSZX Mutual Fund

NAV$10.10

Returns Overview

1 Month
+0.70%
3 Months
+1.51%
6 Months
+1.71%
YTD
+3.27%
1 Year
+8.14%
3 Years (annualized)
+7.88%
5 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EBSZX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA Yield Alternatives US Convertible Index
This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+4.14%
vs Peers
-0.87%

EBSZX Mutual Fund Performance

EBSZX performance across multiple time periods: 1-month 0.70%, YTD 3.27%, 1-year 8.14%, 3-year 7.88%, 5-year 4.66%.

EBSZX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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