ORIYX Mutual Fund

ORIYX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
+7.60%
3 Months
+23.91%
6 Months
+24.61%
YTD
+24.09%
1 Year
+40.19%
3 Years (annualized)
+21.01%
5 Years (annualized)
+8.25%
10 Years (annualized)
+11.27%

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)
+24.09%
Peer Avg (YTD)
+10.82%
vs Peers
+13.27%

ORIYX Mutual Fund Performance

ORIYX performance across multiple time periods: 1-month 7.60%, YTD 24.09%, 1-year 40.19%, 3-year 21.01%, 5-year 8.25%, 10-year 11.27%.

ORIYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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