ODVCX Mutual Fund

NAV$34.75

Returns Overview

1 Month
-1.30%
3 Months
+12.72%
6 Months
+15.89%
YTD
+13.17%
1 Year
+33.53%
3 Years (annualized)
+12.96%
5 Years (annualized)
+0.50%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODVCX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+9.51%
vs Peers
+3.66%

ODVCX Mutual Fund Performance

ODVCX performance across multiple time periods: 1-month -1.30%, YTD 13.17%, 1-year 33.53%, 3-year 12.96%, 5-year 0.50%, 10-year 6.41%.

ODVCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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