EDIAX Mutual Fund

NAV$12.47

Returns Overview

1 Month
+0.32%
3 Months
+2.63%
6 Months
+1.71%
YTD
+3.92%
1 Year
+16.70%
3 Years (annualized)
+14.32%
5 Years (annualized)
+7.57%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EDIAX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+5.87%
vs Peers
-1.95%

EDIAX Mutual Fund Performance

EDIAX performance across multiple time periods: 1-month 0.32%, YTD 3.92%, 1-year 16.70%, 3-year 14.32%, 5-year 7.57%, 10-year 8.94%.

EDIAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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