EDIRX Mutual Fund

EDIRX Mutual Fund

NAV$12.24
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Returns Overview

1 Month
+0.17%
3 Months
-0.87%
6 Months
+3.29%
YTD
+6.17%
1 Year
+9.82%
3 Years (annualized)
+15.55%
5 Years (annualized)
+6.55%
10 Years (annualized)
+8.49%

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)
+6.17%
Peer Avg (YTD)
+5.30%
vs Peers
+0.87%

EDIRX Mutual Fund Performance

EDIRX performance across multiple time periods: 1-month 0.17%, YTD 6.17%, 1-year 9.82%, 3-year 15.55%, 5-year 6.55%, 10-year 8.49%.

EDIRX returns outperform the peer average of 5.30% 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.