ORNYX Mutual Fund

NAV$6.52

Returns Overview

1 Month
+1.53%
3 Months
+3.60%
6 Months
+3.95%
YTD
+3.95%
1 Year
+8.27%
3 Years (annualized)
+4.68%
5 Years (annualized)
+0.73%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORNYX 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
PROUpgrade to run

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)
+3.95%
Peer Avg (YTD)
+1.79%
vs Peers
+2.16%

ORNYX Mutual Fund Performance

ORNYX performance across multiple time periods: 1-month 1.53%, YTD 3.95%, 1-year 8.27%, 3-year 4.68%, 5-year 0.73%, 10-year 4.20%.

ORNYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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