ORIYX Mutual Fund

ORIYX Mutual Fund

NAV$14.31
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Returns Overview

1 Month
-2.65%
3 Months
+8.81%
6 Months
+15.57%
YTD
+20.80%
1 Year
+33.69%
3 Years (annualized)
+17.96%
5 Years (annualized)
+7.33%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORIYX 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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+20.80%
Peer Avg (YTD)
+9.54%
vs Peers
+11.26%

ORIYX Mutual Fund Performance

ORIYX performance across multiple time periods: 1-month -2.65%, YTD 20.80%, 1-year 33.69%, 3-year 17.96%, 5-year 7.33%, 10-year 10.43%.

ORIYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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