EIDIX Mutual Fund

EIDIX Mutual Fund

NAV$21.50
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Returns Overview

1 Month
+0.61%
3 Months
+6.66%
6 Months
+7.67%
YTD
+12.08%
1 Year
+25.46%
3 Years (annualized)
+16.70%
5 Years (annualized)
+10.50%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIDIX 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
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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)
+12.08%
Peer Avg (YTD)
+9.42%
vs Peers
+2.66%

EIDIX Mutual Fund Performance

EIDIX performance across multiple time periods: 1-month 0.61%, YTD 12.08%, 1-year 25.46%, 3-year 16.70%, 5-year 10.50%, 10-year 11.67%.

EIDIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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