EIBRX Mutual Fund

EIBRX Mutual Fund

NAV$5.07
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Returns Overview

1 Month
+0.99%
3 Months
-0.08%
6 Months
+0.39%
YTD
+1.20%
1 Year
+2.48%
3 Years (annualized)
+8.27%
5 Years (annualized)
+4.27%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIBRX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+0.72%
vs Peers
+0.48%

EIBRX Mutual Fund Performance

EIBRX performance across multiple time periods: 1-month 0.99%, YTD 1.20%, 1-year 2.48%, 3-year 8.27%, 5-year 4.27%, 10-year 4.85%.

EIBRX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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