IEDBX Mutual Fund

IEDBX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
-3.13%
3 Months
-0.85%
6 Months
+14.17%
YTD
+8.71%
1 Year
+19.25%
3 Years (annualized)
+15.19%
5 Years (annualized)
+11.33%
10 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDBX 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)
+8.71%
Peer Avg (YTD)
+10.00%
vs Peers
-1.28%

IEDBX Mutual Fund Performance

IEDBX performance across multiple time periods: 1-month -3.13%, YTD 8.71%, 1-year 19.25%, 3-year 15.19%, 5-year 11.33%, 10-year 11.33%.

IEDBX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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