ORTCX Mutual Fund

ORTCX Mutual Fund

NAV$9.82
See how much of ORTCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.52%
3 Months
-5.12%
6 Months
-3.67%
YTD
-4.19%
1 Year
-2.91%
3 Years (annualized)
+1.63%
5 Years (annualized)
-0.44%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORTCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.19%
Peer Avg (YTD)
-3.82%
vs Peers
-0.37%

ORTCX Mutual Fund Performance

ORTCX performance across multiple time periods: 1-month -3.52%, YTD -4.19%, 1-year -2.91%, 3-year 1.63%, 5-year -0.44%, 10-year 0.82%.

ORTCX returns trail the peer average of -3.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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