IEDCX Mutual Fund

IEDCX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
-3.15%
3 Months
-0.93%
6 Months
+13.89%
YTD
+8.30%
1 Year
+13.82%
3 Years (annualized)
+15.89%
5 Years (annualized)
+10.33%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDCX 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
PROUpgrade to run
🏦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)
+8.30%
Peer Avg (YTD)
+10.00%
vs Peers
-1.69%

IEDCX Mutual Fund Performance

IEDCX performance across multiple time periods: 1-month -3.15%, YTD 8.30%, 1-year 13.82%, 3-year 15.89%, 5-year 10.33%, 10-year 10.79%.

IEDCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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