ORSYX Mutual Fund

ORSYX Mutual Fund

NAV$3.70
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Returns Overview

1 Month
+0.25%
3 Months
+1.03%
6 Months
+1.24%
YTD
+1.24%
1 Year
+3.16%
3 Years (annualized)
+3.19%
5 Years (annualized)
+2.10%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ORSYX 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)
+1.24%
Peer Avg (YTD)
+1.79%
vs Peers
-0.55%

ORSYX Mutual Fund Performance

ORSYX performance across multiple time periods: 1-month 0.25%, YTD 1.24%, 1-year 3.16%, 3-year 3.19%, 5-year 2.10%, 10-year 2.07%.

ORSYX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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