EDIRX Mutual Fund

NAV$12.63

Returns Overview

1 Month
+0.58%
3 Months
+10.86%
6 Months
+7.72%
YTD
+7.09%
1 Year
+16.43%
3 Years (annualized)
+14.05%
5 Years (annualized)
+7.31%
10 Years (annualized)
+8.64%

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
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)
+7.09%
Peer Avg (YTD)
+5.87%
vs Peers
+1.22%

EDIRX Mutual Fund Performance

EDIRX performance across multiple time periods: 1-month 0.58%, YTD 7.09%, 1-year 16.43%, 3-year 14.05%, 5-year 7.31%, 10-year 8.64%.

EDIRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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