ODICX Mutual Fund

ODICX Mutual Fund

NAV$43.37
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Returns Overview

1 Month
-0.45%
3 Months
-7.06%
6 Months
+7.19%
YTD
+19.70%
1 Year
+29.92%
3 Years (annualized)
+20.35%
5 Years (annualized)
+6.25%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODICX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.70%
Peer Avg (YTD)
+15.20%
vs Peers
+4.50%

ODICX Mutual Fund Performance

ODICX performance across multiple time periods: 1-month -0.45%, YTD 19.70%, 1-year 29.92%, 3-year 20.35%, 5-year 6.25%, 10-year 14.12%.

ODICX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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