ORIGX Mutual Fund

ORIGX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-2.60%
3 Months
+8.70%
6 Months
+15.44%
YTD
+20.67%
1 Year
+33.32%
3 Years (annualized)
+17.67%
5 Years (annualized)
+7.06%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORIGX 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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+20.67%
Peer Avg (YTD)
+9.54%
vs Peers
+11.13%

ORIGX Mutual Fund Performance

ORIGX performance across multiple time periods: 1-month -2.60%, YTD 20.67%, 1-year 33.32%, 3-year 17.67%, 5-year 7.06%, 10-year 10.14%.

ORIGX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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