ORNAX Mutual Fund

ORNAX Mutual Fund

NAV$6.10
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Returns Overview

1 Month
-5.12%
3 Months
-7.27%
6 Months
-3.85%
YTD
-3.72%
1 Year
-2.42%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.03%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORNAX 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
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
-3.72%
Peer Avg (YTD)
-3.82%
vs Peers
+0.10%

ORNAX Mutual Fund Performance

ORNAX performance across multiple time periods: 1-month -5.12%, YTD -3.72%, 1-year -2.42%, 3-year 4.28%, 5-year -0.03%, 10-year 3.57%.

ORNAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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