ECDIX Mutual Fund

ECDIX Mutual Fund

NAV$21.75
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Returns Overview

1 Month
-2.04%
3 Months
+0.14%
6 Months
+15.17%
YTD
+9.90%
1 Year
+17.42%
3 Years (annualized)
+16.99%
5 Years (annualized)
+9.20%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECDIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.29%
vs Peers
+0.61%

ECDIX Mutual Fund Performance

ECDIX performance across multiple time periods: 1-month -2.04%, YTD 9.90%, 1-year 17.42%, 3-year 16.99%, 5-year 9.20%, 10-year 10.83%.

ECDIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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