DIDEX Mutual Fund

NAV$12.82

Returns Overview

1 Month
-4.04%
3 Months
+3.30%
6 Months
-2.58%
YTD
+3.30%
1 Year
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DIDEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+8.97%
vs Peers
-5.67%

DIDEX Mutual Fund Performance

DIDEX performance across multiple time periods: 1-month -4.04%, YTD 3.30%, 1-year 12.51%.

DIDEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

DIDEX performance comparison shows side-by-side returns with another fund. DIDEX alternatives are available in the Mutual Fund Screener.