ORIGX Mutual Fund

NAV$11.12

Returns Overview

1 Month
+7.51%
3 Months
+23.73%
6 Months
+24.30%
YTD
+23.89%
1 Year
+39.78%
3 Years (annualized)
+20.70%
5 Years (annualized)
+19.10%
10 Years (annualized)
+27.20%

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
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 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+23.89%
Peer Avg (YTD)
+10.82%
vs Peers
+13.07%

ORIGX Mutual Fund Performance

ORIGX performance across multiple time periods: 1-month 7.51%, YTD 23.89%, 1-year 39.78%, 3-year 20.70%, 5-year 19.10%, 10-year 27.20%.

ORIGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

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