EADIX Mutual Fund

EADIX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
+0.17%
3 Months
-0.09%
6 Months
+6.55%
YTD
+10.71%
1 Year
+16.03%
3 Years (annualized)
+19.96%
5 Years (annualized)
+9.46%
10 Years (annualized)
+11.67%

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)
+10.71%
Peer Avg (YTD)
+8.05%
vs Peers
+2.65%

EADIX Mutual Fund Performance

EADIX performance across multiple time periods: 1-month 0.17%, YTD 10.71%, 1-year 16.03%, 3-year 19.96%, 5-year 9.46%, 10-year 11.67%.

EADIX returns outperform the peer average of 8.05% 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.