EVDIX Mutual Fund

EVDIX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
+1.75%
3 Months
+2.56%
6 Months
+2.24%
YTD
+4.88%
1 Year
+5.87%
3 Years (annualized)
+7.78%
5 Years (annualized)
+6.29%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVDIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+4.75%
vs Peers
+0.13%

EVDIX Mutual Fund Performance

EVDIX performance across multiple time periods: 1-month 1.75%, YTD 4.88%, 1-year 5.87%, 3-year 7.78%, 5-year 6.29%, 10-year 8.92%.

EVDIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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