EDICX Mutual Fund

EDICX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
-2.37%
3 Months
-1.16%
6 Months
+9.43%
YTD
+5.61%
1 Year
+11.13%
3 Years (annualized)
+7.96%
5 Years (annualized)
+1.93%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EDICX 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)
+5.61%
Peer Avg (YTD)
+4.96%
vs Peers
+0.65%

EDICX Mutual Fund Performance

EDICX performance across multiple time periods: 1-month -2.37%, YTD 5.61%, 1-year 11.13%, 3-year 7.96%, 5-year 1.93%, 10-year 4.21%.

EDICX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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