ORIYX Mutual Fund

ORIYX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
-3.98%
3 Months
-6.66%
6 Months
+15.66%
YTD
+15.83%
1 Year
+18.51%
3 Years (annualized)
+19.14%
5 Years (annualized)
+6.81%
10 Years (annualized)
-0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORIYX 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 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+15.83%
Peer Avg (YTD)
+6.73%
vs Peers
+9.10%

ORIYX Mutual Fund Performance

ORIYX performance across multiple time periods: 1-month -3.98%, YTD 15.83%, 1-year 18.51%, 3-year 19.14%, 5-year 6.81%, 10-year -0.93%.

ORIYX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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