IEDAX Mutual Fund

IEDAX Mutual Fund

NAV$12.89
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Returns Overview

1 Month
-3.15%
3 Months
-0.82%
6 Months
+14.30%
YTD
+8.89%
1 Year
+14.57%
3 Years (annualized)
+16.74%
5 Years (annualized)
+11.16%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+10.00%
vs Peers
-1.10%

IEDAX Mutual Fund Performance

IEDAX performance across multiple time periods: 1-month -3.15%, YTD 8.89%, 1-year 14.57%, 3-year 16.74%, 5-year 11.16%, 10-year 11.62%.

IEDAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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