ODVIX Mutual Fund

ODVIX Mutual Fund

NAV$41.04
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Returns Overview

1 Month
-1.45%
3 Months
+2.91%
6 Months
+16.30%
YTD
+17.07%
1 Year
+25.86%
3 Years (annualized)
+16.98%
5 Years (annualized)
+3.94%
10 Years (annualized)
+7.47%

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)
+17.07%
Peer Avg (YTD)
+9.98%
vs Peers
+7.09%

ODVIX Mutual Fund Performance

ODVIX performance across multiple time periods: 1-month -1.45%, YTD 17.07%, 1-year 25.86%, 3-year 16.98%, 5-year 3.94%, 10-year 7.47%.

ODVIX returns outperform the peer average of 9.98% 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.