EDIIX Mutual Fund

EDIIX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+1.43%
3 Months
+2.03%
6 Months
+6.26%
YTD
+8.85%
1 Year
+17.33%
3 Years (annualized)
+14.68%
5 Years (annualized)
+7.47%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EDIIX 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)
+8.85%
Peer Avg (YTD)
+6.28%
vs Peers
+2.57%

EDIIX Mutual Fund Performance

EDIIX performance across multiple time periods: 1-month 1.43%, YTD 8.85%, 1-year 17.33%, 3-year 14.68%, 5-year 7.47%, 10-year 9.03%.

EDIIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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