ORSAX Mutual Fund

ORSAX Mutual Fund

NAV$18.72
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Returns Overview

1 Month
-3.71%
3 Months
-5.79%
6 Months
+14.50%
YTD
+15.28%
1 Year
+20.81%
3 Years (annualized)
+19.07%
5 Years (annualized)
+11.06%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORSAX 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)
+15.28%
Peer Avg (YTD)
+10.34%
vs Peers
+4.94%

ORSAX Mutual Fund Performance

ORSAX performance across multiple time periods: 1-month -3.71%, YTD 15.28%, 1-year 20.81%, 3-year 19.07%, 5-year 11.06%, 10-year 13.49%.

ORSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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