EIDIX Mutual Fund

NAV$22.27

Returns Overview

1 Month
+1.13%
3 Months
+15.24%
6 Months
+11.40%
YTD
+10.28%
1 Year
+23.67%
3 Years (annualized)
+17.55%
5 Years (annualized)
+10.54%
10 Years (annualized)
+11.87%

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
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)
+10.28%
Peer Avg (YTD)
+9.13%
vs Peers
+1.15%

EIDIX Mutual Fund Performance

EIDIX performance across multiple time periods: 1-month 1.13%, YTD 10.28%, 1-year 23.67%, 3-year 17.55%, 5-year 10.54%, 10-year 11.87%.

EIDIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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