DODEX Mutual Fund

DODEX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
+2.81%
3 Months
+1.10%
6 Months
+8.12%
YTD
+24.91%
1 Year
+39.10%
3 Years (annualized)
+24.73%
5 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DODEX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.91%
Peer Avg (YTD)
+20.14%
vs Peers
+4.77%

DODEX Mutual Fund Performance

DODEX performance across multiple time periods: 1-month 2.81%, YTD 24.91%, 1-year 39.10%, 3-year 24.73%, 5-year 10.76%.

DODEX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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