EXDAX Mutual Fund

EXDAX Mutual Fund

NAV$13.29
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Returns Overview

1 Month
+1.83%
3 Months
+0.07%
6 Months
+0.77%
YTD
+0.85%
1 Year
+1.89%
3 Years (annualized)
+6.86%
5 Years (annualized)
+1.95%
10 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXDAX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+2.95%
vs Peers
-2.11%

EXDAX Mutual Fund Performance

EXDAX performance across multiple time periods: 1-month 1.83%, YTD 0.85%, 1-year 1.89%, 3-year 6.86%, 5-year 1.95%, 10-year 4.26%.

EXDAX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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