ODMCX Mutual Fund

NAV$10.32

Returns Overview

1 Month
+3.91%
3 Months
+14.42%
6 Months
+11.54%
YTD
+10.96%
1 Year
+10.03%
3 Years (annualized)
+7.63%
5 Years (annualized)
+3.30%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ODMCX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+10.82%
vs Peers
+0.14%

ODMCX Mutual Fund Performance

ODMCX performance across multiple time periods: 1-month 3.91%, YTD 10.96%, 1-year 10.03%, 3-year 7.63%, 5-year 3.30%, 10-year 7.05%.

ODMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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