IEDZX Mutual Fund

IEDZX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
+2.37%
3 Months
+15.26%
6 Months
+10.96%
YTD
+9.91%
1 Year
+17.85%
3 Years (annualized)
+16.64%
5 Years (annualized)
+11.67%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDZX 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)
+9.91%
Peer Avg (YTD)
+9.49%
vs Peers
+0.42%

IEDZX Mutual Fund Performance

IEDZX performance across multiple time periods: 1-month 2.37%, YTD 9.91%, 1-year 17.85%, 3-year 16.64%, 5-year 11.67%, 10-year 12.06%.

IEDZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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