ODCEX Mutual Fund

ODCEX Mutual Fund

NAV$9.25
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Returns Overview

3 Months
+1.12%
6 Months
+2.36%
YTD
+3.62%
1 Year
+4.10%
3 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODCEX 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)
+3.62%
Peer Avg (YTD)
+9.28%
vs Peers
-5.66%

ODCEX Mutual Fund Performance

ODCEX performance across multiple time periods: YTD 3.62%, 1-year 4.10%, 3-year 0.38%.

ODCEX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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