ODIIX Mutual Fund

ODIIX Mutual Fund

NAV$165.70
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Returns Overview

1 Month
-12.99%
3 Months
-2.06%
6 Months
+12.61%
YTD
+21.02%
1 Year
+36.16%
3 Years (annualized)
+20.99%
5 Years (annualized)
+8.26%
10 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODIIX 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)
+21.02%
Peer Avg (YTD)
+15.31%
vs Peers
+5.71%

ODIIX Mutual Fund Performance

ODIIX performance across multiple time periods: 1-month -12.99%, YTD 21.02%, 1-year 36.16%, 3-year 20.99%, 5-year 8.26%, 10-year 15.52%.

ODIIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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