ODCAX Mutual Fund

NAV$9.20

Returns Overview

1 Month
+0.57%
3 Months
+1.23%
6 Months
+1.92%
YTD
+1.92%
1 Year
+3.88%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
NFI-ODCE Index
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+9.51%
vs Peers
-7.59%

ODCAX Mutual Fund Performance

ODCAX performance across multiple time periods: 1-month 0.57%, YTD 1.92%, 1-year 3.88%.

ODCAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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