ORILX Mutual Fund

NAV$19.80

Returns Overview

1 Month
+1.67%
3 Months
+11.02%
6 Months
+9.46%
YTD
+9.09%
1 Year
+17.63%
3 Years (annualized)
+14.29%
5 Years (annualized)
+9.10%
10 Years (annualized)
+15.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORILX 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 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+5.87%
vs Peers
+3.22%

ORILX Mutual Fund Performance

ORILX performance across multiple time periods: 1-month 1.67%, YTD 9.09%, 1-year 17.63%, 3-year 14.29%, 5-year 9.10%, 10-year 15.32%.

ORILX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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