IEDCX Mutual Fund

NAV$13.19

Returns Overview

1 Month
+2.25%
3 Months
+14.95%
6 Months
+10.36%
YTD
+9.32%
1 Year
+16.56%
3 Years (annualized)
+15.28%
5 Years (annualized)
+10.43%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDCX 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)
+9.32%
Peer Avg (YTD)
+9.49%
vs Peers
-0.17%

IEDCX Mutual Fund Performance

IEDCX performance across multiple time periods: 1-month 2.25%, YTD 9.32%, 1-year 16.56%, 3-year 15.28%, 5-year 10.43%, 10-year 10.83%.

IEDCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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