ODINX Mutual Fund

NAV$101.30

Returns Overview

1 Month
+7.45%
3 Months
+30.42%
6 Months
+38.67%
YTD
+34.86%
1 Year
+56.74%
3 Years (annualized)
+29.51%
5 Years (annualized)
+16.42%
10 Years (annualized)
+25.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODINX 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)
+34.86%
Peer Avg (YTD)
+18.52%
vs Peers
+16.33%

ODINX Mutual Fund Performance

ODINX performance across multiple time periods: 1-month 7.45%, YTD 34.86%, 1-year 56.74%, 3-year 29.51%, 5-year 16.42%, 10-year 25.21%.

ODINX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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