ORNCX Mutual Fund

ORNCX Mutual Fund

NAV$6.06
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Returns Overview

1 Month
-0.37%
3 Months
-0.95%
6 Months
-0.97%
YTD
+1.18%
1 Year
+6.19%
3 Years (annualized)
+3.60%
5 Years (annualized)
-0.42%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORNCX 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
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+0.15%
vs Peers
+1.03%

ORNCX Mutual Fund Performance

ORNCX performance across multiple time periods: 1-month -0.37%, YTD 1.18%, 1-year 6.19%, 3-year 3.60%, 5-year -0.42%, 10-year 3.04%.

ORNCX returns outperform the peer average of 0.15% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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