ODICX Mutual Fund

NAV$45.75

Returns Overview

1 Month
+7.42%
3 Months
+30.28%
6 Months
+38.33%
YTD
+34.54%
1 Year
+55.97%
3 Years (annualized)
+25.97%
5 Years (annualized)
+10.15%
10 Years (annualized)
+16.28%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+34.54%
Peer Avg (YTD)
+18.52%
vs Peers
+16.01%

ODICX Mutual Fund Performance

ODICX performance across multiple time periods: 1-month 7.42%, YTD 34.54%, 1-year 55.97%, 3-year 25.97%, 5-year 10.15%, 10-year 16.28%.

ODICX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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