ORILX Mutual Fund

ORILX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-2.20%
3 Months
-1.54%
6 Months
+9.31%
YTD
+7.41%
1 Year
+9.57%
3 Years (annualized)
+13.98%
5 Years (annualized)
+8.47%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORILX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+4.97%
vs Peers
+2.44%

ORILX Mutual Fund Performance

ORILX performance across multiple time periods: 1-month -2.20%, YTD 7.41%, 1-year 9.57%, 3-year 13.98%, 5-year 8.47%, 10-year 14.74%.

ORILX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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