ORSYX Mutual Fund

ORSYX Mutual Fund

NAV$3.69
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Returns Overview

1 Month
-0.29%
3 Months
+0.21%
6 Months
+0.42%
YTD
+0.95%
1 Year
+2.57%
3 Years (annualized)
+3.00%
5 Years (annualized)
+2.03%
10 Years (annualized)
+2.02%

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)
+0.95%
Peer Avg (YTD)
+0.23%
vs Peers
+0.71%

ORSYX Mutual Fund Performance

ORSYX performance across multiple time periods: 1-month -0.29%, YTD 0.95%, 1-year 2.57%, 3-year 3.00%, 5-year 2.03%, 10-year 2.02%.

ORSYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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