IEDIX Mutual Fund

IEDIX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
+1.34%
3 Months
+7.96%
6 Months
+9.61%
YTD
+12.40%
1 Year
+19.78%
3 Years (annualized)
+15.89%
5 Years (annualized)
+11.98%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+11.41%
vs Peers
+0.99%

IEDIX Mutual Fund Performance

IEDIX performance across multiple time periods: 1-month 1.34%, YTD 12.40%, 1-year 19.78%, 3-year 15.89%, 5-year 11.98%, 10-year 11.96%.

IEDIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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