ODCYX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.46%
3 Months
+1.23%
6 Months
+1.92%
YTD
+2.03%
1 Year
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODCYX 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
NFI-ODCE Index
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+9.51%
vs Peers
-7.48%

ODCYX Mutual Fund Performance

ODCYX performance across multiple time periods: 1-month 0.46%, YTD 2.03%, 1-year 4.10%.

ODCYX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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