ECDIX Mutual Fund

ECDIX Mutual Fund

NAV$21.58
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Returns Overview

1 Month
+0.11%
3 Months
-0.28%
6 Months
+6.12%
YTD
+11.14%
1 Year
+15.16%
3 Years (annualized)
+19.08%
5 Years (annualized)
+8.63%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ECDIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+8.21%
vs Peers
+2.94%

ECDIX Mutual Fund Performance

ECDIX performance across multiple time periods: 1-month 0.11%, YTD 11.14%, 1-year 15.16%, 3-year 19.08%, 5-year 8.63%, 10-year 10.81%.

ECDIX returns outperform the peer average of 8.21% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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