ODCAX Mutual Fund

ODCAX Mutual Fund

NAV$9.18
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Returns Overview

3 Months
+1.12%
6 Months
+2.25%
YTD
+3.40%
1 Year
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODCAX 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
NFI-ODCE Index
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+9.28%
vs Peers
-5.88%

ODCAX Mutual Fund Performance

ODCAX performance across multiple time periods: YTD 3.40%, 1-year 3.76%.

ODCAX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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