ODVIX Mutual Fund

NAV$40.26

Returns Overview

1 Month
-1.20%
3 Months
+13.02%
6 Months
+16.51%
YTD
+13.77%
1 Year
+35.06%
3 Years (annualized)
+14.26%
5 Years (annualized)
+1.66%
10 Years (annualized)
+7.66%

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
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)
+13.77%
Peer Avg (YTD)
+9.51%
vs Peers
+4.26%

ODVIX Mutual Fund Performance

ODVIX performance across multiple time periods: 1-month -1.20%, YTD 13.77%, 1-year 35.06%, 3-year 14.26%, 5-year 1.66%, 10-year 7.66%.

ODVIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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