EDIRX Mutual Fund

EDIRX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+0.01%
3 Months
+4.19%
6 Months
+4.73%
YTD
+7.10%
1 Year
+17.20%
3 Years (annualized)
+13.20%
5 Years (annualized)
+7.03%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EDIRX 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)
+7.10%
Peer Avg (YTD)
+5.54%
vs Peers
+1.56%

EDIRX Mutual Fund Performance

EDIRX performance across multiple time periods: 1-month 0.01%, YTD 7.10%, 1-year 17.20%, 3-year 13.20%, 5-year 7.03%, 10-year 8.31%.

EDIRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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