EDIAX Mutual Fund

EDIAX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
-2.28%
3 Months
-0.95%
6 Months
+9.94%
YTD
+6.20%
1 Year
+11.99%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.21%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EDIAX 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)
+6.20%
Peer Avg (YTD)
+4.96%
vs Peers
+1.23%

EDIAX Mutual Fund Performance

EDIAX performance across multiple time periods: 1-month -2.28%, YTD 6.20%, 1-year 11.99%, 3-year 14.34%, 5-year 7.21%, 10-year 8.76%.

EDIAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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