ORSIX Mutual Fund

ORSIX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
-0.64%
3 Months
-3.85%
6 Months
+0.92%
YTD
+14.79%
1 Year
+19.07%
3 Years (annualized)
+22.63%
5 Years (annualized)
+9.04%
10 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORSIX 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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+14.79%
Peer Avg (YTD)
+12.21%
vs Peers
+2.58%

ORSIX Mutual Fund Performance

ORSIX performance across multiple time periods: 1-month -0.64%, YTD 14.79%, 1-year 19.07%, 3-year 22.63%, 5-year 9.04%, 10-year 13.43%.

ORSIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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