DODIX Mutual Fund

NAV$12.54

Returns Overview

1 Month
+0.38%
3 Months
+0.77%
6 Months
+0.81%
YTD
+0.97%
1 Year
+4.67%
3 Years (annualized)
+5.22%
5 Years (annualized)
+1.33%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DODIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+3.23%
vs Peers
-2.26%

DODIX Mutual Fund Performance

DODIX performance across multiple time periods: 1-month 0.38%, YTD 0.97%, 1-year 4.67%, 3-year 5.22%, 5-year 1.33%, 10-year 2.77%.

DODIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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