ORNAX Mutual Fund

ORNAX Mutual Fund

NAV$6.48
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Returns Overview

1 Month
-1.96%
3 Months
+0.13%
6 Months
+1.18%
YTD
+1.79%
1 Year
+7.71%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.19%
10 Years (annualized)
+3.65%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+1.79%
Peer Avg (YTD)
+0.23%
vs Peers
+1.56%

ORNAX Mutual Fund Performance

ORNAX performance across multiple time periods: 1-month -1.96%, YTD 1.79%, 1-year 7.71%, 3-year 3.76%, 5-year 0.19%, 10-year 3.65%.

ORNAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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