ECDIX Mutual Fund

ECDIX Mutual Fund

NAV$22.11
See how much of ECDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.53%
3 Months
+6.42%
6 Months
+7.16%
YTD
+11.45%
1 Year
+24.31%
3 Years (annualized)
+15.35%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.43%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+9.42%
vs Peers
+2.03%

ECDIX Mutual Fund Performance

ECDIX performance across multiple time periods: 1-month 0.53%, YTD 11.45%, 1-year 24.31%, 3-year 15.35%, 5-year 9.16%, 10-year 10.43%.

ECDIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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