EDIIX Mutual Fund

EDIIX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
-0.02%
3 Months
+4.23%
6 Months
+4.91%
YTD
+7.32%
1 Year
+17.67%
3 Years (annualized)
+13.72%
5 Years (annualized)
+7.54%
10 Years (annualized)
+8.89%

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)
+7.32%
Peer Avg (YTD)
+5.54%
vs Peers
+1.78%

EDIIX Mutual Fund Performance

EDIIX performance across multiple time periods: 1-month -0.02%, YTD 7.32%, 1-year 17.67%, 3-year 13.72%, 5-year 7.54%, 10-year 8.89%.

EDIIX returns outperform the peer average of 5.54% 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.