EXDAX Mutual Fund

NAV$13.42

Returns Overview

1 Month
+0.48%
3 Months
+3.22%
6 Months
+1.38%
YTD
+1.38%
1 Year
+4.56%
3 Years (annualized)
+5.92%
5 Years (annualized)
+2.17%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXDAX 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
Bloomberg Barclays US Intermediate Aggregate Index(H00002CH)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+4.14%
vs Peers
-2.77%

EXDAX Mutual Fund Performance

EXDAX performance across multiple time periods: 1-month 0.48%, YTD 1.38%, 1-year 4.56%, 3-year 5.92%, 5-year 2.17%, 10-year 4.18%.

EXDAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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