EDICX Mutual Fund

NAV$12.51

Returns Overview

1 Month
+0.54%
3 Months
+10.72%
6 Months
+7.49%
YTD
+6.85%
1 Year
+15.85%
3 Years (annualized)
+13.49%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EDICX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+5.87%
vs Peers
+0.99%

EDICX Mutual Fund Performance

EDICX performance across multiple time periods: 1-month 0.54%, YTD 6.85%, 1-year 15.85%, 3-year 13.49%, 5-year 6.78%, 10-year 8.23%.

EDICX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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