EDIRX Mutual Fund

EDIRX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
-2.31%
3 Months
-1.02%
6 Months
+9.72%
YTD
+5.99%
1 Year
+11.72%
3 Years (annualized)
+14.08%
5 Years (annualized)
+6.91%
10 Years (annualized)
+8.53%

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)
+5.99%
Peer Avg (YTD)
+4.96%
vs Peers
+1.03%

EDIRX Mutual Fund Performance

EDIRX performance across multiple time periods: 1-month -2.31%, YTD 5.99%, 1-year 11.72%, 3-year 14.08%, 5-year 6.91%, 10-year 8.53%.

EDIRX returns outperform the peer average of 4.96% 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.