ORNYX Mutual Fund

ORNYX Mutual Fund

NAV$6.09
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Returns Overview

1 Month
-5.26%
3 Months
-7.22%
6 Months
-3.88%
YTD
-3.56%
1 Year
-2.19%
3 Years (annualized)
+4.52%
5 Years (annualized)
+0.21%
10 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORNYX 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
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📉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)
-3.56%
Peer Avg (YTD)
-3.84%
vs Peers
+0.28%

ORNYX Mutual Fund Performance

ORNYX performance across multiple time periods: 1-month -5.26%, YTD -3.56%, 1-year -2.19%, 3-year 4.52%, 5-year 0.21%, 10-year 3.86%.

ORNYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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