DIDEX Mutual Fund

DIDEX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
-3.36%
3 Months
-3.79%
6 Months
+10.23%
YTD
+4.19%
1 Year
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIDEX 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
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📉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

This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+8.68%
vs Peers
-4.49%

DIDEX Mutual Fund Performance

DIDEX performance across multiple time periods: 1-month -3.36%, YTD 4.19%, 1-year 7.01%.

DIDEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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