EVDIX Mutual Fund

NAV$22.96

Returns Overview

1 Month
-1.37%
3 Months
-0.62%
6 Months
+1.36%
YTD
+0.86%
1 Year
+5.24%
3 Years (annualized)
+4.46%
5 Years (annualized)
+5.49%
10 Years (annualized)
+9.87%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+3.47%
vs Peers
-2.62%

EVDIX Mutual Fund Performance

EVDIX performance across multiple time periods: 1-month -1.37%, YTD 0.86%, 1-year 5.24%, 3-year 4.46%, 5-year 5.49%, 10-year 9.87%.

EVDIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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