EADIX Mutual Fund

EADIX Mutual Fund

NAV$22.17
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Returns Overview

1 Month
+0.59%
3 Months
+6.65%
6 Months
+7.53%
YTD
+11.93%
1 Year
+25.19%
3 Years (annualized)
+16.20%
5 Years (annualized)
+9.98%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EADIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+9.42%
vs Peers
+2.51%

EADIX Mutual Fund Performance

EADIX performance across multiple time periods: 1-month 0.59%, YTD 11.93%, 1-year 25.19%, 3-year 16.20%, 5-year 9.98%, 10-year 11.26%.

EADIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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