EIDIX Mutual Fund

EIDIX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
+0.14%
3 Months
-0.03%
6 Months
+6.62%
YTD
+12.04%
1 Year
+16.30%
3 Years (annualized)
+20.26%
5 Years (annualized)
+9.74%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIDIX 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
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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)
+12.04%
Peer Avg (YTD)
+8.21%
vs Peers
+3.84%

EIDIX Mutual Fund Performance

EIDIX performance across multiple time periods: 1-month 0.14%, YTD 12.04%, 1-year 16.30%, 3-year 20.26%, 5-year 9.74%, 10-year 11.94%.

EIDIX returns outperform the peer average of 8.21% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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