IEDBX Mutual Fund

NAV$13.20

Returns Overview

1 Month
+2.32%
3 Months
+15.15%
6 Months
+10.78%
YTD
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDBX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+9.49%
vs Peers
+0.16%

IEDBX Mutual Fund Performance

IEDBX performance across multiple time periods: 1-month 2.32%, YTD 9.65%.

IEDBX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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