EIDIX Mutual Fund

EIDIX Mutual Fund

NAV$21.84
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Returns Overview

1 Month
-1.94%
3 Months
+0.43%
6 Months
+15.74%
YTD
+10.76%
1 Year
+18.60%
3 Years (annualized)
+18.12%
5 Years (annualized)
+10.30%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIDIX 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)
+10.76%
Peer Avg (YTD)
+9.29%
vs Peers
+1.47%

EIDIX Mutual Fund Performance

EIDIX performance across multiple time periods: 1-month -1.94%, YTD 10.76%, 1-year 18.60%, 3-year 18.12%, 5-year 10.30%, 10-year 11.94%.

EIDIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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