ECDIX Mutual Fund

NAV$22.18

Returns Overview

1 Month
+1.04%
3 Months
+15.01%
6 Months
+10.87%
YTD
+9.75%
1 Year
+22.52%
3 Years (annualized)
+16.40%
5 Years (annualized)
+9.46%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECDIX 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)
+9.75%
Peer Avg (YTD)
+9.13%
vs Peers
+0.62%

ECDIX Mutual Fund Performance

ECDIX performance across multiple time periods: 1-month 1.04%, YTD 9.75%, 1-year 22.52%, 3-year 16.40%, 5-year 9.46%, 10-year 10.75%.

ECDIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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