EVDIX Mutual Fund

EVDIX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
-2.07%
3 Months
+1.84%
6 Months
+1.20%
YTD
+2.71%
1 Year
+2.90%
3 Years (annualized)
+7.78%
5 Years (annualized)
+6.29%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVDIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+5.40%
vs Peers
-2.69%

EVDIX Mutual Fund Performance

EVDIX performance across multiple time periods: 1-month -2.07%, YTD 2.71%, 1-year 2.90%, 3-year 7.78%, 5-year 6.29%, 10-year 8.92%.

EVDIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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