ORNYX Mutual Fund

ORNYX Mutual Fund

NAV$6.45
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Returns Overview

1 Month
-1.94%
3 Months
+0.19%
6 Months
+1.30%
YTD
+1.93%
1 Year
+7.98%
3 Years (annualized)
+3.97%
5 Years (annualized)
+0.43%
10 Years (annualized)
+4.05%

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
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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)
+1.93%
Peer Avg (YTD)
+0.23%
vs Peers
+1.70%

ORNYX Mutual Fund Performance

ORNYX performance across multiple time periods: 1-month -1.94%, YTD 1.93%, 1-year 7.98%, 3-year 3.97%, 5-year 0.43%, 10-year 4.05%.

ORNYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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