ORSIX Mutual Fund

NAV$19.93

Returns Overview

1 Month
+4.72%
3 Months
+21.62%
6 Months
+23.27%
YTD
+22.52%
1 Year
+41.46%
3 Years (annualized)
+21.39%
5 Years (annualized)
+11.50%
10 Years (annualized)
+14.97%

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
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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+22.52%
Peer Avg (YTD)
+18.52%
vs Peers
+3.99%

ORSIX Mutual Fund Performance

ORSIX performance across multiple time periods: 1-month 4.72%, YTD 22.52%, 1-year 41.46%, 3-year 21.39%, 5-year 11.50%, 10-year 14.97%.

ORSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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