ELDFX Mutual Fund

ELDFX Mutual Fund

NAV$23.59
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Returns Overview

1 Month
+1.93%
3 Months
+0.85%
6 Months
+4.57%
YTD
+8.13%
1 Year
+14.15%
3 Years (annualized)
+14.35%
5 Years (annualized)
+7.12%
10 Years (annualized)
+8.70%

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)
+8.13%
Peer Avg (YTD)
+7.17%
vs Peers
+0.95%

ELDFX Mutual Fund Performance

ELDFX performance across multiple time periods: 1-month 1.93%, YTD 8.13%, 1-year 14.15%, 3-year 14.35%, 5-year 7.12%, 10-year 8.70%.

ELDFX returns outperform the peer average of 7.17% 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.