ORTFX Mutual Fund

ORTFX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
-3.58%
3 Months
-5.12%
6 Months
-3.51%
YTD
-4.10%
1 Year
-2.75%
3 Years (annualized)
+2.15%
5 Years (annualized)
+0.43%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORTFX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.10%
Peer Avg (YTD)
-3.82%
vs Peers
-0.28%

ORTFX Mutual Fund Performance

ORTFX performance across multiple time periods: 1-month -3.58%, YTD -4.10%, 1-year -2.75%, 3-year 2.15%, 5-year 0.43%, 10-year 2.09%.

ORTFX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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