DODEX Mutual Fund

NAV$14.39

Returns Overview

1 Month
+0.41%
3 Months
+17.07%
6 Months
+24.06%
YTD
+21.88%
1 Year
+47.99%
3 Years (annualized)
+24.88%
5 Years (annualized)
+9.76%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.88%
Peer Avg (YTD)
+23.08%
vs Peers
-1.20%

DODEX Mutual Fund Performance

DODEX performance across multiple time periods: 1-month 0.41%, YTD 21.88%, 1-year 47.99%, 3-year 24.88%, 5-year 9.76%.

DODEX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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