ELDFX Mutual Fund

ELDFX Mutual Fund

NAV$23.44
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Returns Overview

1 Month
-0.51%
3 Months
+2.01%
6 Months
+4.05%
YTD
+6.08%
1 Year
+14.49%
3 Years (annualized)
+12.86%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ELDFX 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 ACWI ex USA Investable Market Index(^MSCIACWIEUSINVMI)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+6.57%
vs Peers
-0.49%

ELDFX Mutual Fund Performance

ELDFX performance across multiple time periods: 1-month -0.51%, YTD 6.08%, 1-year 14.49%, 3-year 12.86%, 5-year 7.05%, 10-year 8.43%.

ELDFX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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