EADIX Mutual Fund

EADIX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
+1.47%
3 Months
+3.20%
6 Months
+9.17%
YTD
+13.88%
1 Year
+24.66%
3 Years (annualized)
+17.84%
5 Years (annualized)
+10.02%
10 Years (annualized)
+11.66%

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)
+13.88%
Peer Avg (YTD)
+10.17%
vs Peers
+3.71%

EADIX Mutual Fund Performance

EADIX performance across multiple time periods: 1-month 1.47%, YTD 13.88%, 1-year 24.66%, 3-year 17.84%, 5-year 10.02%, 10-year 11.66%.

EADIX returns outperform the peer average of 10.17% 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.