ONRDX Mutual Fund

NAV$29.02

Returns Overview

1 Month
-0.18%
3 Months
+10.77%
6 Months
+5.85%
YTD
+5.41%
1 Year
+15.68%
3 Years (annualized)
+12.97%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONRDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+9.51%
vs Peers
-4.09%

ONRDX Mutual Fund Performance

ONRDX performance across multiple time periods: 1-month -0.18%, YTD 5.41%, 1-year 15.68%, 3-year 12.97%, 5-year 9.65%, 10-year 11.45%.

ONRDX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

ONRDX performance comparison shows side-by-side returns with another fund. ONRDX alternatives are available in the Mutual Fund Screener.