ORNAX Mutual Fund

NAV$6.54
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Returns Overview

1 Month
+1.51%
3 Months
+3.69%
6 Months
+3.82%
YTD
+3.82%
1 Year
+8.00%
3 Years (annualized)
+4.44%
5 Years (annualized)
+0.52%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORNAX 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
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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
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+1.79%
vs Peers
+2.04%

ORNAX Mutual Fund Performance

ORNAX performance across multiple time periods: 1-month 1.51%, YTD 3.82%, 1-year 8.00%, 3-year 4.44%, 5-year 0.52%, 10-year 3.92%.

ORNAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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