ORTYX Mutual Fund

ORTYX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
-3.47%
3 Months
-4.99%
6 Months
-3.45%
YTD
-3.93%
1 Year
-2.55%
3 Years (annualized)
+2.25%
5 Years (annualized)
+0.64%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORTYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.93%
Peer Avg (YTD)
-3.82%
vs Peers
-0.11%

ORTYX Mutual Fund Performance

ORTYX performance across multiple time periods: 1-month -3.47%, YTD -3.93%, 1-year -2.55%, 3-year 2.25%, 5-year 0.64%, 10-year 2.34%.

ORTYX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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