EADIX Mutual Fund

NAV$22.24

Returns Overview

1 Month
+1.11%
3 Months
+15.18%
6 Months
+11.28%
YTD
+10.16%
1 Year
+23.47%
3 Years (annualized)
+17.29%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+9.13%
vs Peers
+1.03%

EADIX Mutual Fund Performance

EADIX performance across multiple time periods: 1-month 1.11%, YTD 10.16%, 1-year 23.47%, 3-year 17.29%, 5-year 10.27%, 10-year 11.60%.

EADIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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