IEDAX Mutual Fund

NAV$13.12

Returns Overview

1 Month
+2.33%
3 Months
+15.25%
6 Months
+10.85%
YTD
+9.80%
1 Year
+17.42%
3 Years (annualized)
+16.23%
5 Years (annualized)
+11.31%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+9.49%
vs Peers
+0.31%

IEDAX Mutual Fund Performance

IEDAX performance across multiple time periods: 1-month 2.33%, YTD 9.80%, 1-year 17.42%, 3-year 16.23%, 5-year 11.31%, 10-year 11.68%.

IEDAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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