EIDOX Mutual Fund

NAV$8.62

Returns Overview

1 Month
-0.12%
3 Months
+0.70%
6 Months
+1.06%
YTD
+3.36%
1 Year
+17.58%
3 Years (annualized)
+14.70%
5 Years (annualized)
+8.48%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EIDOX 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
J.P. Morgan EMB (JEMB) Hard Currency
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+3.07%
vs Peers
+0.29%

EIDOX Mutual Fund Performance

EIDOX performance across multiple time periods: 1-month -0.12%, YTD 3.36%, 1-year 17.58%, 3-year 14.70%, 5-year 8.48%, 10-year 7.89%.

EIDOX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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