IEDRX Mutual Fund

IEDRX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
-3.14%
3 Months
-0.80%
6 Months
+14.15%
YTD
+8.69%
1 Year
+14.33%
3 Years (annualized)
+16.58%
5 Years (annualized)
+10.98%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDRX 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)
+8.69%
Peer Avg (YTD)
+10.00%
vs Peers
-1.31%

IEDRX Mutual Fund Performance

IEDRX performance across multiple time periods: 1-month -3.14%, YTD 8.69%, 1-year 14.33%, 3-year 16.58%, 5-year 10.98%, 10-year 11.41%.

IEDRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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