ORSTX Mutual Fund

ORSTX Mutual Fund

NAV$3.68
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Returns Overview

1 Month
-0.31%
3 Months
+0.15%
6 Months
+0.30%
YTD
+0.79%
1 Year
+2.31%
3 Years (annualized)
+2.74%
5 Years (annualized)
+1.78%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORSTX 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 Short Index(^SAPISH:SP)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.23%
vs Peers
+0.56%

ORSTX Mutual Fund Performance

ORSTX performance across multiple time periods: 1-month -0.31%, YTD 0.79%, 1-year 2.31%, 3-year 2.74%, 5-year 1.78%, 10-year 1.77%.

ORSTX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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