IEDBX Mutual Fund

IEDBX Mutual Fund

NAV$13.22
See how much of IEDBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.48%
3 Months
+1.32%
6 Months
+9.25%
YTD
+13.66%
1 Year
+16.67%
3 Years (annualized)
+18.80%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IEDBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.66%
Peer Avg (YTD)
+14.61%
vs Peers
-0.96%

IEDBX Mutual Fund Performance

IEDBX performance across multiple time periods: 1-month 3.48%, YTD 13.66%, 1-year 16.67%, 3-year 18.80%, 5-year 10.48%, 10-year 11.55%.

IEDBX returns trail the peer average of 14.61% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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