IEDAX Mutual Fund

IEDAX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+3.54%
3 Months
+1.37%
6 Months
+9.38%
YTD
+13.82%
1 Year
+16.91%
3 Years (annualized)
+18.98%
5 Years (annualized)
+10.63%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDAX 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
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🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+14.61%
vs Peers
-0.79%

IEDAX Mutual Fund Performance

IEDAX performance across multiple time periods: 1-month 3.54%, YTD 13.82%, 1-year 16.91%, 3-year 18.98%, 5-year 10.63%, 10-year 11.71%.

IEDAX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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