ORSIX Mutual Fund

ORSIX Mutual Fund

NAV$18.83
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Returns Overview

1 Month
-3.68%
3 Months
-5.71%
6 Months
+14.68%
YTD
+15.52%
1 Year
+21.11%
3 Years (annualized)
+19.39%
5 Years (annualized)
+10.55%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORSIX 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)
+15.52%
Peer Avg (YTD)
+10.34%
vs Peers
+5.18%

ORSIX Mutual Fund Performance

ORSIX performance across multiple time periods: 1-month -3.68%, YTD 15.52%, 1-year 21.11%, 3-year 19.39%, 5-year 10.55%, 10-year 13.52%.

ORSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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