ORIYX Mutual Fund

ORIYX Mutual Fund

NAV$13.67
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Returns Overview

3 Months
-4.12%
6 Months
+4.33%
YTD
+15.83%
1 Year
+20.05%
3 Years (annualized)
+22.48%
5 Years (annualized)
+5.44%
10 Years (annualized)
-0.67%

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)
+15.83%
Peer Avg (YTD)
+8.01%
vs Peers
+7.82%

ORIYX Mutual Fund Performance

ORIYX performance across multiple time periods: YTD 15.83%, 1-year 20.05%, 3-year 22.48%, 5-year 5.44%, 10-year -0.67%.

ORIYX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.74%, 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.