ODVIX Mutual Fund

ODVIX Mutual Fund

NAV$41.10
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Returns Overview

1 Month
+0.99%
3 Months
+6.36%
6 Months
+9.18%
YTD
+17.66%
1 Year
+36.46%
3 Years (annualized)
+12.81%
5 Years (annualized)
+3.60%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODVIX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+17.66%
Peer Avg (YTD)
+9.41%
vs Peers
+8.25%

ODVIX Mutual Fund Performance

ODVIX performance across multiple time periods: 1-month 0.99%, YTD 17.66%, 1-year 36.46%, 3-year 12.81%, 5-year 3.60%, 10-year 7.41%.

ODVIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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